Want to start or grow your own Fee-Only practice?

Here’s how our process works.

Our Membership Options


Garret Membership

Standard

Established Firm

Initial fee

$2500

$210

Monthly fee (month 2+)

$550

$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 our Knowledge Bank

Practice management, marketing, compliance, technology and coaching

Access to 5 CFP staff coaches and consultants

Press and media requests

Annual Garrett Retreat professional conference

Quick Start Checklist

New member web-based training and templates

New member 3-day live training workshop

Optional - $650

New member mentor program

Cell

TwentyOverTen website design, setup, hosting and archiving

Cell

G Suite configuration for email, doc. storage & compliance

Cell

Wealthbox CRM software

Cell

Initial RIA registration for hourly-based firm

Cell

ADV annual update for hourly-based firm

Cell

Markel E&O insurance for hourly-based firm

Cell

How to choose a Membership Option


Standard Plan

This plan is ideal for someone who’s just starting out. We can provide everything you need – from compliance necessities to marketing to day-to-day operational must-haves - to start a rewarding financial planning business from scratch.

This full package includes registration, conference and compliance fees; CFP and NAPFA continuing education; coaching; webinars; practice management software; marketing essentials like a professional website design, and much more.

Monthly Payment (month 2 +): $550

Receive a 5% discount when you pay your fee as an annual lump sum.

Initial Payment: $2500

Established Firm Plan

This plan is for someone who's already a Registered Investment Advisor who runs a fee-only firm and provides everything you need to grow and maintain your business.

You’ll gain access to our esteemed and active network of advisors; CFP and NAPFA continuing education; our extensive Knowledge Bank resources and templates and various industry-related discounts.You’ll also receive admission to our annual conference and may attend all webinars, on everything from practice management to marketing; technology; and compliance.

You’ll also have our full-time topic-specific coaches at your disposal.

Monthly Payment (month 2 +): $210

Receive a 5% discount when you pay your fee as an annual lump sum.

Initial Payment: $210

Firm Associate Plan

​This plan is for an existing member who wants to add an associate or staff member to the Garrett Planning Network.

Your staff member or associate will receive access to our community, our Knowledge Bank resources and document templates; various industry-related discounts; CFP and NAPFA continuing education and our webinars covering everything from practice management to marketing, technology and compliance.

Monthly Payment (month 2 +): $50

Receive a 5% discount when you pay your fee as an annual lump sum.

Initial Payment: $50


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