Tanner Watson
Walter Keenan Wealth Management · South Bend, Indiana
Tanner Watson is a fee-only financial advisor at Walter Keenan Wealth Management in South Bend, Indiana, who holds the CFP credential. Walter Keenan Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Walter Keenan Wealth Management |
|---|---|
| Based in | South Bend, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $983.3M across 479 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 6931335 |
| Exams passed | Series 65 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.walterandkeenan.com |
How Tanner's firm compares
- Walter Keenan Wealth Management's average account is about $2.1 million, from its Form ADV (assets managed divided by 479 accounts).
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Questions about Tanner
Is Tanner Watson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tanner holds no broker registration, and Walter Keenan 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, Walter Keenan Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tanner Watson based?
Tanner Watson is based in South Bend, Indiana.
What credentials does Tanner Watson hold?
Tanner Watson holds the CFP credential.
Is Tanner Watson registered with the SEC?
Yes. Tanner Watson is registered as an investment adviser representative in IN (CRD 6931335), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Walter Keenan Wealth Management manage?
Walter Keenan Wealth Management reports $983.3M across 479 accounts in assets under management.
How do I contact Tanner Watson?
Through Tanner's website, www.walterandkeenan.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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