ChooseAFinancialAdvisor.com
Advisors / Massachusetts / Rutland
2yrs

Tanner Willman

Financial advisor at Strategic Advisers

Tanner Willman has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Rutland, Massachusetts. After less than a year at Fidelity Personal and Workplace Advisors, Tanner joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.

Rutland, MAFiduciary advisor
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At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeRutland, MA
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

  1. Mar 2025 – now
  2. Nov 2024 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Contact Tanner

(617) 563-7000Firm headquarters in Boston, MA. Ask for Tanner. Rutland, MAOffice · Get directions

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Questions to ask Tanner

Tailored to Tanner’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Tanner

How do I contact Tanner?

Call Strategic Advisers at (617) 563-7000 and ask for Tanner Willman. Tanner works from the Rutland, MA 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?

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.