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Disclosures and Disclaimers:
If a member ("professional") is included in this search feature, it does not imply that Garrett Planning Network ("Garrett") refers, endorses or recommends them. If a professional is omitted from this search feature, it does not indicate Garrett’s disapproval of them.
Professionals pay us a flat initial fee and an ongoing monthly or annual fee for their membership in the organization. Professionals receive many standard services, including a listing on the "Find an Advisor" page. Membership fees are paid irrespective of whether you become a client and are not passed along to you.
It is your responsibility to interview the professional and decide whether to hire them. Garrett does not evaluate whether any professional is appropriate for you based on your investment objectives, financial situation or other individual circumstances. Garrett does not warrant any services of the professionals and makes no claim or promise of any result or success by retaining them.
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Financial Advisors
Become part of this vibrant, supportive, and diverse group of professionals who've come together for the greater good and well-being of their clients and the profession. Let our members, staff, and coaches help you build a thriving, financial planing process with a time-tested, Fee-Only business model.
Join the Network »Garrett's Standards
Please know that regardless of the various ways we contractually charge for our services, we feel the best way to serve you is in the form of some type of ongoing relationship. Our Hourly Only and Fixed/Flat services can be accessed as one-at-a-time projects, on your terms. Think of us as your financial planner, available as-needed, like your primary care physician or dentist.
Hourly Only charges are time based and generally quoted as an estimated project fee range, with the top-end of the fee range representing the maximum project fee.
Fixed/Flat charges may be time based and simply quoted as a fixed/flat project fee, instead of an estimated project fee range. Alternatively, fixed/flat charges may not be specifically time based, but instead based on the scope and complexity of the project.
Ongoing charges may be time based, as in the form of an open-ended hourly engagement, in which time is tracked and invoiced periodically, as ongoing financial planning is completed. Or they may be in the form of fixed/flat fees that are paid on a monthly or quarterly recurring basis.
Assets Under Management (AUM) is an ongoing fee specific to investment management, which is based on the dollar amount of assets being managed. AUM fees are generally debited directly from the managed accounts on a quarterly recurring basis.