Tanner
Dance
Andina Family Offices
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About this Advisor
Tanner Dance is a financial advisor based in Lehi, Utah, working with Andina Family Offices. Tanner has previously held positions at Adams Wealth Advisors, Utah State University, Stratos Wealth Partners, Allegis Investment Advisors, Core Capital Wealth Management, Resources Investment Advisors, Church Of Jesus Christ Of Latter-Day Saints, Andina Capital Management, and Andina Capital Management, LLC. Tanner has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Tanner is part of Andina Family Offices, which operates out of Lehi, Utah. The firm has 2 offices and 17 employees. The firm manages assets totaling $808.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Andina Family Offices includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Andina Family Offices Brokerage Details
$808,470,832
17
3,589
$225,264
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Tanner Dance Work History
Andina Capital Management
Andina Capital Management, LLC
Core Capital Wealth Management
Resources Investment Advisors
Allegis Investment Advisors
Adams Wealth Advisors
Stratos Wealth Partners
Utah State University
Church Of Jesus Christ Of Latter-Day Saints
Disclosures
Please visit the SEC profile of Tanner Dance to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
