Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
2yrs
Tanner Fields has worked in the financial industry for 2 years and is a financial advisor based in Raleigh, North Carolina. After less than a year at Savant Wealth Management, Tanner joined Captrust in 2024, a firm offering financial planning, investment management, and private fund management. Tanner holds the CFP® designation.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office4208 Six Forks Rd Suite 1700, Raleigh, NC 27609
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowCaptrustCurrent firm
- May 2024 – Jun 2024Savant Wealth ManagementPreviously
Contact Tanner
(919) 870-6822Captrust main office 4208 Six Forks Rd Suite 1700Raleigh, NC 27609Office · Get directions Firm websitewww.captrust.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Tanner
Tailored to Tanner’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Tanner
How do I contact Tanner?
Call Captrust at (919) 870-6822 and ask for Tanner Fields. Tanner works from the Raleigh, NC office.
How long has Tanner been a financial advisor?
Tanner has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Tanner hold?
No exams are listed on the official record.
Is Tanner a fiduciary?
Tanner is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Tanner paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Tanner for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Capital Investment Advisory Services
46yrs
Top advisor by experience at Capital Investment Advisory Services
Morgan Stanley
46yrs
Top 1% by experience in Raleigh
Level Four Advisory Services
46yrs
Top 1% by experience in Raleigh
Morgan Stanley
46yrs
Top 1% by experience in Raleigh
Capital Investment Advisory Services
46yrs
Top 1% by experience in Raleigh