Tanner
Vroman

Sanctuary Advisors, LLC

CRD#7240812
Investment Advisor
in College Station, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Tanner Vroman is a financial advisor based in College Station, Texas, working with Sanctuary Advisors, LLC. Tanner has previously held positions at Sanctuary Securities, Inc, Miramont Country Club, Texas A&M University, Ridgewood Country Club, and Sanctuary Advisors LLC. Tanner has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Tanner is part of Sanctuary Advisors, LLC, which operates out of College Station, Texas. The firm has 83 offices and 597 employees. The firm manages assets totaling $22.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sanctuary Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1470 Copperfield Drive
College Station, TX 77845

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$22,024,300,000

TX Average: $1,347,246,178
Total Number of Employees

597

TX Average: 46
Total Number of Accounts

49,099

TX Average: 1,775
Average Account Size

$448,569

TX Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Tanner Vroman Work History

2020 - Present (4 years)

Sanctuary Securities, Inc

2020 - Present (4 years)

Sanctuary Advisors LLC

2019 - 2020 (1 year)

Miramont Country Club

2018 - 2019 (1 year)

Miramont Country Club

2016 - 2018 (2 years)

Miramont Country Club

2015 - 2016 (1 year)

Texas A&M Univsersity - (Full Time Student)

2014 - 2015 (1 year)

Ridgewood Country Club

Disclosures

Please visit the SEC profile of Tanner Vroman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sanctuary Advisors, LLC

Jennifer Juergens
College Station, TX
Terrence Geary
Elgin, IL
Christopher Walls
Williamsburg, VA
Alexandra Freedman
Wayne, PA
Crystal Jamieson
Aliso Viejo, CA
Philip Scrofani
Indianapolis, IN
Emmett Cosgrove
Indianapolis, IN
Tanner Vroman
College Station, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started