Tanner Merritt
Keen Capital · Jacksonville, Florida
Tanner Merritt is a fee-only financial advisor at Keen Capital in Jacksonville, Florida, who holds the CFP credential. Tanner focuses on tax planning, retirement planning and founders (pre-exit). Keen Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Retirees
- Founders
- Multi-generational families
Facts
| Firm | Keen Capital |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $179.7M across 352 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 7130811 |
| Exams passed | Series 66 (2019) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.keeninvestors.com |
| Profile |
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Questions about Tanner
Is Tanner Merritt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tanner holds no broker registration, and Keen Capital 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, Keen Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tanner Merritt based?
Tanner Merritt is based in Jacksonville, Florida.
What does Tanner specialize in?
Tanner's specialties include tax planning, retirement planning, founders (pre-exit) and family wealth transfer. Tanner works with high earners, retirees, founders and multi-generational families.
What credentials does Tanner Merritt hold?
Tanner Merritt holds the CFP credential.
Is Tanner Merritt registered with the SEC?
Yes. Tanner Merritt is registered as an investment adviser representative in FL (CRD 7130811), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keen Capital manage?
Keen Capital reports $179.7M across 352 accounts in assets under management.
How do I contact Tanner Merritt?
Through Tanner's website, www.keeninvestors.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
- Keen Capital 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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