Tanner Carter
Smart Money Group · Eastland, Texas
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.
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Facts
| Firm | Smart Money Group |
|---|---|
| Based in | Eastland, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $424.3M across 1,570 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8112623 |
| Exams passed | Series 65 (2026) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | lifeplanning101.podbean.com |
How Tanner's firm compares
- Smart Money Group's average account is about $270,000, from its Form ADV (assets managed divided by 1,570 accounts).
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Questions about Tanner
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Eastland
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
- 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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