Tanner Dance
Andina Advisors · Logan, Utah
Tanner Dance is a fee-only financial advisor at Andina Advisors in Logan, Utah, who holds the CFA credential. Tanner focuses on estate & legacy planning and family wealth transfer. Andina Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Andina Advisors |
|---|---|
| Based in | Logan, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.26B across 4,262 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in UT · CRD 6229188 |
| Exams passed | Series 65 (2014) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | andinaadvisors.com |
How Tanner's firm compares
- Andina Advisors's average account is about $296,000, from its Form ADV (assets managed divided by 4,262 accounts).
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Questions about Tanner
Is Tanner Dance a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tanner holds no broker registration, and Andina Advisors 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, Andina Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tanner Dance based?
Tanner Dance is based in Logan, Utah.
What does Tanner specialize in?
Tanner's specialties include estate & legacy planning and family wealth transfer. Tanner works with multi-generational families.
What credentials does Tanner Dance hold?
Tanner Dance holds the CFA credential.
Is Tanner Dance registered with the SEC?
Yes. Tanner Dance is registered as an investment adviser representative in UT (CRD 6229188), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Andina Advisors manage?
Andina Advisors reports $1.26B across 4,262 accounts in assets under management.
How do I contact Tanner Dance?
Through Tanner's website, andinaadvisors.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
- Andina Advisors 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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