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Fast Facts about Fee-Only Fiancial Planning PDF Print E-mail

The Garrett Planning Network, Inc.

What: An international network of independent financial advisors and planners who offer hourly, as-needed financial planning and advice to anyone regardless of income or net worth.

Target Audience: Beginners, middle-income consumers, and do-it-yourselfers.

Fees for Services: Billing hourly, as needed; individual advisors set hourly fees; some advisors also work on a retainer basis.

Headquarters: Shawnee Mission, Kansas (Kansas City metropolitan area)

Network Founder: Sheryl Garrett, CFP®

Year Founded: 2000

Number of Members: Over 300 across the United States and overseas.

Membership Guidelines: Members pay an annual licensing fee in exchange for network training, support and participation. Members also must be CERTIFIED FINANCIAL PLANNER™ certificants or actively working toward that designation, independently registered in the state in which they practice or with the U.S. Securities and Exchange Commission, and adhere to a strict code of conduct, ethics, and compensation.

Media Hotlines: 866.260.8400; after hours (on tight deadline only, please): 913.484.5232.

 

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