We offer our members the opportunity to be part of a dynamic, international network of fee-only, hourly-based financial advisors.

• As fee-only advisors our members do not accept commissions or third-party compensation of any kind. Detailed rules regarding transitioning to a fee-only practice can be found on the application for membership. Please click here to view a read-only copy of the application.
• We embrace NAPFA’s fiduciary oath and definition of fee-only and we strongly encourage our members to become NAPFA Registered Advisors. However, NAPFA membership is not a requirement.
• We focus on serving our clients on an hourly, as-needed basis. Garrett advisors must provide financial advice on an as-needed basis to individuals from all walks of life. Therefore, Garrett advisors must provide their services to at least 51% of all client engagements without any minimums as to income, assets, net worth, length of engagement or revenues generated. Accessible, fee-only, hourly-based services are our key marketing differentiators.
• Advisors, accepted as members of the Garrett Planning Network on or after January 1, 2007, must obtain CFP® certification within five (5) years from the date of initial RIA registration as a Garrett member. Under special circumstances a member may be eligible for an extension to this time requirement. Advisors accepted as members of the Network prior to January 1, 2007, are strongly encouraged, but not required to obtain CFP® certification.

Garrett Planning Network makes no representations or warranties of any kind with respect to the success or profitability associated with fee-only services and disclaims all liability associated therewith.