Tanner R. Bortnem
HARMONEY WEALTH, PLLC
Gilbert, AZ
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CRD#: 6404679
Professional summary
Tanner Ray Bortnem, CFP® is a registered financial advisor currently at HARMONEY WEALTH, PLLC located in Gilbert, Arizona.
Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Tanner has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
From a young age, I knew I had a passion for the financial world and helping people, but I was hesitant to jump in as I did not agree with the industry's focus on sales. My undergraduate academic advisor encouraged me to attend law school where I could not only develop the expertise necessary to help my future clients, but also learn how to be a true fiduciary and client advocate. I took this advice and attended the University of Nebraska College of Law where I received my Juris Doctorate in both Wealth Mangement Law, and Business and Estate Planning Law. After law school, I wanted to further my expertise and completed the rigorous coursework and exam to become a CERTIFIED FINANCIAL PLANNER™.
Before launching Harmoney Wealth, I worked for two different investment companies that allowed me to hone my craft. But ultimately, I felt they strayed too far from the fiduciary standard and my definition of client advocacy. Sales was the priority; not the client. This led me to start my own firm centered around client advocacy. We are a proud member of the XY Planning Network, a network of “Fee-Only” financial professionals. “Fee-Only” means we, as advisors, are only paid for advice and planning. We will never receive a commission from selling products like many other firms do. A financial advisor’s true value comes in his or her dispensing of advice, and guiding you through your life’s journey with an individual, customized financial plan. I stand by Harmoney Wealth’s commitment to true client advocacy not only outlined by the CFP Board’s Code of Ethics and Standards of Conduct.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Insurance Planning
Tax Planning
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Birch Tree Estate Planning, PLLC; Yes; Gilbert, AZ; Legal Services; Owner Attorney; 12/2018; Approximately 10 hours a month; 0 during trading hours; Estate planning. Harmoney Business Consulting LLC; No; 2966 E Melody Ln Gilbert, Arizona, 85234; Business consulting; Owner; Owner; 2/27/2025; Approximately 10 hours a month; 0 during trading hours; Provide expert advice and strategies to businesses, helping them identify problems, develop solutions, and improve their overall performance by addressing areas like operations, strategy.
CRS (Client Relationship Summary) - RIA
Click below to view Tanner Ray Bortnem's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
February 26, 2020 - Present
HARMONEY WEALTH, PLLC
RIA
CRD#: 307483
Gilbert, AZ
Past
March 4, 2019 - March 3, 2020
VORA WEALTH MANAGEMENT, PLLC
RIA
CRD#: 153559
FLAGSTAFF, AZ
Past
February 23, 2017 - November 14, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
COTTONWOOD, AZ
Past
February 1, 2017 - November 14, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
COTTONWOOD, AZ
Past
April 20, 2015 - May 18, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
LINCOLN, NE
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(2/26/2020)
IAR
Minnesota(8/18/2025)
IAR
Texas(10/18/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HARMONEY WEALTH, PLLC
HARMONEY WEALTH, PLLC
CRD#: 307483 / SEC#:
Arizona
Registered Investment Advisory firm - (2/26/2020 Approved)Minnesota
Registered Investment Advisory firm - (8/18/2025 Approved)Texas
Registered Investment Advisory firm - (10/16/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Gilbert, AZ
Mailing Address
Phone number
(602) 935-5155
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 243 |
| AUM (Assets Under Management) | $ 41,680,197 |
Red Flags
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