Want to start or grow your own Fee-Only practice?
Here’s how our process works.
Our Membership Options
Garrett Membership | Standard | Established Firm |
|---|---|---|
Initial fee | $2500 | $210 |
Monthly fee (month 2+) | $210 | $210 |
Longstanding collaborative community of peers | ||
Software/product/service provider discounts | ||
CFP and NAPFA continuing education (CE) webinars | ||
GarrettPlanningNetwork.com Find an Advisor profile | ||
Full access to Garrett Knowledge Bank intranet | ||
Practice management, marketing, compliance and technology coaching | ||
Access to full-time staff, coaches and topic-specific consultants | ||
Press and media requests | ||
Annual Garrett Retreat professional conference | ||
New member training manual | ||
New member web-based training and templates | ||
New member 3-day live training workshop | Now virtual | Optional - $650 |
New member mentor introduction | N/A | |
TwentyOverTen website design, setup, hosting and archiving | Optional - $1500 | N/A |
Google Workspace recommendation for email, document storage, etc. | Optional - $216 | N/A |
Wealthbox CRM software | Optional - $420 | N/A |
Initial RIA registration for hourly-based firm | N/A | |
ADV annual update for hourly-based firm | Optional - $500 | N/A |
Markel E&O insurance for hourly-based firm | Optional - $1040 | Optional - $1040 |
How to choose a Membership Option
Standard Membership
This plan is for someone who’s just starting out.
We will help you start and run your own independent Fee-Only, Hourly-Based Registered Investment Advisor (RIA) firm. We provide a vibrant, collaborative community of peer advisors, a robust new member training program and a valuable member benefits package to get you up and running quickly and efficiently.
Initial Payment: $2500
Monthly Payment (month 2+): $210 (5% discount available if paid as annual lump sum)
Established Firm Membership
This plan is for someone who's already running a Fee-Only, Hourly-Based firm.
We provide everything you need to grow your Fee-Only, Hourly-Based RIA firm, including a vibrant, collaborative community of peer advisors, ongoing coaching and valuable member discounts.
Initial Payment: $210
Monthly Payment (month 2+): $210 (5% discount available if paid as annual lump sum)
Firm Associate Membership
This plan is for an existing Garrett member who wants to add an associate or staff member to Garrett membership.
Your staff member or associate will receive access to our collaborative community of peer advisors, ongoing webinars and more.
Monthly Payment (month 2+): $50 (5% discount available if paid as annual lump sum)
Advisor Quick Links