Tanner Bortnem
Harmoney Wealth · Gilbert, Arizona
Tanner Bortnem is a fee-only financial advisor at Harmoney Wealth in Gilbert, Arizona, who holds the CFP credential. Harmoney Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Harmoney Wealth |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $51.7M across 353 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, MN, TX · CRD 6404679 |
| Exams passed | Series 66 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.harmoneywealthaz.com |
How Tanner's firm compares
- Harmoney Wealth's average account is about $146,000, from its Form ADV (assets managed divided by 353 accounts).
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Questions about Tanner
Is Tanner Bortnem a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tanner holds no broker registration, and Harmoney Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tanner charge for financial advice?
Tanner's firm, Harmoney Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Tanner Bortnem based?
Tanner Bortnem is based in Gilbert, Arizona.
What credentials does Tanner Bortnem hold?
Tanner Bortnem holds the CFP credential.
Is Tanner Bortnem registered with the SEC?
Yes. Tanner Bortnem is registered as an investment adviser representative in AZ, MN and TX (CRD 6404679), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harmoney Wealth manage?
Harmoney Wealth reports $51.7M across 353 accounts in assets under management.
How do I contact Tanner Bortnem?
Through Tanner's website, www.harmoneywealthaz.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Harmoney Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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