For Advisors


Joining the Garrett Planning Network

We're here to help you build a thriving practice, whether you are:

  • Just entering the financial planning profession,
  • Starting your own firm,
  • Adding hourly services to an existing practice,
  • Changing to a Fee-Only business model,
  • Transitioning from a broker/dealer, or
  • Embarking on a second career.

Why the Garrett Planning Network?

Sheryl Garrett founded the Network in 2000. Dubbed, “The All-American Planner,” possibly because of her zealous mission to “help make competent, objective financial advice accessible to all people,” Sheryl’s fresh approach as a financial advisor working with clients on an hourly, as-needed, Fee-Only basis has evolved into a nationwide network of like-minded financial advisors.

Today, the Network is over 250 advisors strong. Although we provide our member advisors with tools, templates, training, and coaching, the real lifeblood of the Garrett Planning Network is the members. An incredibly vibrant, supportive, connected group of professionals with diverse backgrounds who have come together for the greater good and well-being of their clients and themselves. Imagine tapping into the collective wisdom of hundreds of experienced, educated, thoughtful, creative minds – that’s the Garrett Planning Network.

Membership Guidelines

Fee-Onlyhourly-based and accessible services are the key marketing differentiators of the Garrett Planning Network.

Therefore, our Member-Advisors must:

  • Be Fee-Only.
  • Offer financial planning and investment advice on an hourly, as-needed basis (and they may also offer investment management services, in addition to hourly-based services).
  • Be accessible (meaning, provide financial advice on an as-needed basis to individuals from all walks of life, without any minimums as to income, assets, net worth, length of engagement or revenues generated).
  • Either be a CFP® certificant, a licensed CPA with the Personal Financial Specialist (PFS) credential, or obtain one of those designations within five years from the date of initial RIA registration as a Garrett member.
  • Adhere to the Fiduciary Oath.

  • Advisor Quick Links