Tanner Manning
Searcy Financial Services · Spanish Fork, Utah
Tanner Manning is a fee-only financial advisor at Searcy Financial Services in Spanish Fork, Utah, who holds the CFP credential. Searcy Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Searcy Financial Services |
|---|---|
| Based in | Spanish Fork, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $514.0M across 1,874 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 7933712 |
| Exams passed | Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.searcyfinancial.com |
How Tanner's firm compares
- Searcy Financial Services's average account is about $274,000, from its Form ADV (assets managed divided by 1,874 accounts).
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Questions about Tanner
Is Tanner Manning a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tanner holds no broker registration, and Searcy Financial Services 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, Searcy Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tanner Manning based?
Tanner Manning is based in Spanish Fork, Utah.
What credentials does Tanner Manning hold?
Tanner Manning holds the CFP credential.
Is Tanner Manning registered with the SEC?
Yes. Tanner Manning is registered as an investment adviser representative in UT (CRD 7933712), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Searcy Financial Services manage?
Searcy Financial Services reports $514.0M across 1,874 accounts in assets under management.
How do I contact Tanner Manning?
Through Tanner's website, www.searcyfinancial.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
- 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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