# Tanner Dallas

> Tanner Dallas is a fee-only financial advisor at Phoenix Rising Wealth Management in St. Charles, Missouri. Tanner focuses on divorce financial planning and retirement planning. Phoenix Rising Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/tanner-dallas/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Phoenix Rising Wealth Management
- **Based in:** St. Charles, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $539.2M across 1,225 accounts
- **Specialties:** Divorce financial planning, Retirement planning
- **Works with:** Divorced individuals
- **CRD:** 7739167 (https://adviserinfo.sec.gov/individual/summary/7739167)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 63 (2023), Series 65 (2023)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.phoenixrisingwm.com

## Frequently asked questions

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

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

### Does Tanner work with clients virtually?

Yes. Phoenix Rising Wealth Management says on its website that it works with clients remotely.

### Where is Tanner Dallas based?

Tanner Dallas is based in St. Charles, Missouri.

### What does Tanner specialize in?

Tanner's specialties include divorce financial planning and retirement planning. Tanner works with divorced individuals.

### Is Tanner Dallas registered with the SEC?

Yes. Tanner Dallas is registered as an investment adviser representative in MO (CRD 7739167), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Phoenix Rising Wealth Management manage?

Phoenix Rising Wealth Management reports $539.2M across 1,225 accounts in assets under management.

### How do I contact Tanner Dallas?

Through Tanner's website, www.phoenixrisingwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7739167): 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
- The firm's website (https://phoenixrisingwm.com/): specialties, clients served, and fees, checked October 30, 2026

---

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