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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