Tanner Garrett
Family Investment Center · Lenexa, Kansas
Tanner Garrett is a fee-only financial advisor at Family Investment Center in Lenexa, Kansas, who holds the CFP credential. Family Investment Center reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Family Investment Center |
|---|---|
| Based in | Lenexa, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $689.3M across 2,200 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 7764807 |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | moneyisfreedomfic.wordpress.com |
How Tanner's firm compares
- Family Investment Center's average account is about $313,000, from its Form ADV (assets managed divided by 2,200 accounts).
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Questions about Tanner
Is Tanner Garrett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tanner holds no broker registration, and Family Investment Center 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, Family Investment Center, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tanner Garrett based?
Tanner Garrett is based in Lenexa, Kansas.
What credentials does Tanner Garrett hold?
Tanner Garrett holds the CFP credential.
Is Tanner Garrett registered with the SEC?
Yes. Tanner Garrett is registered as an investment adviser representative in KS, MO and TX (CRD 7764807), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Family Investment Center manage?
Family Investment Center reports $689.3M across 2,200 accounts in assets under management.
How do I contact Tanner Garrett?
Through Tanner's website, moneyisfreedomfic.wordpress.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lenexa
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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