About Membership

The 6 Benefits of joining the Garrett Planning Network

Lisa Weil, CFP®, MBA shares the many benefits of being a Garrett member:

1. Gain access to Endless Opportunities

Join our family of pioneers who serve the untapped market of beginner-investors, middle-income clients and DIY investors who need expert confirmations.

2. Learn from the Experts

Tap into the tried and tested know-how of hundreds of financial planners plus experts who have more than 2 decades of experience in running fee-only firms.

3. Gain access to our Knowledge Bank

Our Knowledge bank is the Life Blood of our active and collaborative community. It’s a useful pool of collective knowledge with resources like industry-related documents, templates and forums.

4. Join our Esteemed Network and Gain Exposure

It’s not us saying we’re great, it’s publications the New York Times, the Wall Street Journal, Forbes, the Kiplinger, Bloomberg and many more. Former President Obama even praised our founder, Sheryl Garrett, for her work in ethical financial planning.

Join our family of passionate fee-only advisors and enjoy the exposure that comes from pioneering fair financial advising.

5. Do what you Love on your Own Terms

You get to make great, objective financial planning accessible to more Americans on your own terms. You're the boss. We’re just the business support and your family of like-minded advisors.

6. Grow your Fee-Only Business

Leverage our vast collection of resources, knowledge, training, and services to cultivate your fee-only practice into a grand success.


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

    Our members enjoy discounts from the following:

    30- day free trial  &

    50% off subscription

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