Fee-Only, hourly-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.
