# Tanner Carter

> Tanner Carter is a fee-only financial advisor at Smart Money Group in Eastland, Texas. Smart Money Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/tanner-carter/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Smart Money Group
- **Based in:** Eastland, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $424.3M across 1,570 accounts
- **CRD:** 8112623 (https://adviserinfo.sec.gov/individual/summary/8112623)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2026)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** https://lifeplanning101.podbean.com/

## Frequently asked questions

### Is Tanner Carter a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tanner holds no broker registration, and Smart Money Group 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, Smart Money Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Tanner Carter based?

Tanner Carter is based in Eastland, Texas.

### Is Tanner Carter registered with the SEC?

Yes. Tanner Carter is registered as an investment adviser representative in TX (CRD 8112623), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Smart Money Group manage?

Smart Money Group reports $424.3M across 1,570 accounts in assets under management.

### How do I contact Tanner Carter?

Through Tanner's website, lifeplanning101.podbean.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8112623): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.