State Farm Investment Management
21yrs
Top advisor by experience in Royse City
4yrs
Tanner Smith
Financial advisor at Strategic Advisers
Tanner Smith is a fiduciary financial advisor in Royse City, Texas, with 4 years in the industry. Tanner joined Strategic Advisers in 2025, after two years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 10 advisors with offices in Royse City, and one of 10 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeRoyse City, TX
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2023 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Tanner
(617) 563-7000Firm headquarters in Boston, MA. Ask for Tanner. Royse City, TXOffice · Get directionsIs 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.
- At a firm this size, will I work with you directly or with a service team?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
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 Strategic Advisers at (617) 563-7000 and ask for Tanner Smith. Tanner works from the Royse City, TX office.
How long has Tanner been a financial advisor?
Tanner has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Tanner hold?
Series 66. Tap any license on this page to see what it allows.
Is Tanner a fiduciary?
Tanner is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tanner paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. 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.
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