Tanner Dallas
Phoenix Rising Wealth Management · St. Charles, Missouri
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.
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Specialties
Who they serve
- Divorced individuals
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 |
| Accepting new clients | Yes |
| Assets under management | $539.2M across 1,225 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7739167 |
| Exams passed | Series 63 (2023) · Series 65 (2023) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.phoenixrisingwm.com |
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Questions about Tanner
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.
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
- Phoenix Rising Wealth Management 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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