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Tanner Withers

ALBILITY PLANNING
MAPLETON, UT
·CRD# 6747317·8 years experience

Professional Summary

Tanner Withers, who also goes by Tanner D Withers, Tanner David Withers, is a registered financial advisor currently at ALBILITY PLANNING located in Mapleton, Utah. Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Tanner has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tanner D Withers, Tanner David Withers

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

ALBILITY PLANNING·CRD# 328017
RIA
Mapleton, UT
November 1, 2023 - Present
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Lehi, UT
July 22, 2022 - November 1, 2023
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Lehi, UT
July 21, 2022 - November 1, 2023
WITHERS WEALTH ADVISORY LLC·CRD# 315474
RIA
Mapleton, UT
July 21, 2021 - July 8, 2022
EDWARD JONES·CRD# 250
RIA
Provo, UT
August 7, 2018 - July 21, 2021
EDWARD JONES·CRD# 250
BD
Provo, UT
July 14, 2018 - July 21, 2021

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Current Firm

AP
ALBILITY PLANNING

ALBILITY PLANNING | WITHERS WEALTH ADVISORY LLC DOING BUSINESS AS ALBILITY PLANNING | WITHERS WEALTH ADVISORY LLC

CRD#: 328017
California
Registered Investment Advisory firm - California (3/10/2026 Approved)
Idaho
Registered Investment Advisory firm - Idaho (4/12/2024 Approved)
Utah
Registered Investment Advisory firm - Utah (11/1/2023 Approved)

Contact Information

Main Address

Mapleton, UT

Phone Number

(801) 557-8717

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

186

AUM (Assets Under Management)

$12,344,572

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Florence Beauty Company; Non-investment related; 1063 S Lilac Way Mapleton, UT 84664; Permanent Makeup Cosmetics; CFO; LLC member; 5/2020; 2 hours/month; 0 hours during trading hours; bookkeeping, record keeping, tax filing. WithInsurance LLC; Non-investment related; 1063 S Lilac Way Mapleton, UT 84664; Life insurance sales; Owner; 4 hours per/month; 4 hours per month; help clients obtain life insurance

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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.
IAR
California
(3/10/2026)
IAR
Idaho
(3/10/2026)
IAR
Utah
(11/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2018About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Tanner Withers's CRS (Customer Relationship Summary).

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