Membership and Prices

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

Here’s how our process works.

Our Membership Options


Garrett Membership

Standard

Established Firm

Initial fee

$2500

$210

Monthly fee (month 2+)

$210

$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 Garrett Knowledge Bank intranet

Practice management, marketing, compliance and technology coaching

Access to full-time staff, coaches and topic-specific consultants

Press and media requests

Annual Garrett Retreat professional conference

New member training manual

New member web-based training and templates

New member live training workshop

Now virtual

Optional - $650

New member mentor introduction

N/A

Initial RIA registration for hourly-based firm

N/A

ADV annual update for hourly-based firm

$500

N/A

Markel E&O insurance for hourly-based firm

$1070

$1070










How to choose a Membership Option


Standard Membership

This plan is for someone who’s just starting out.

We will help you start and run your own independent Fee-Only, Hourly-Based Registered Investment Advisor (RIA) firm. We provide a vibrant, collaborative community of peer advisors, a robust new member training program and a valuable member benefits package to get you up and running quickly and efficiently.

Initial Payment: $2500

Monthly Payment (month 2+): $210 (5% discount available if paid as annual lump sum)

Established Firm Membership

This plan is for someone who's already running a Fee-Only, Hourly-Based firm.

We provide everything you need to grow your Fee-Only, Hourly-Based RIA firm, including a vibrant, collaborative community of peer advisors, ongoing coaching and valuable member discounts.

Initial Payment: $210

Monthly Payment (month 2+): $210 (5% discount available if paid as annual lump sum)

Firm Associate Membership

This plan is for an existing Garrett member who wants to add an associate or staff member to Garrett membership.

Your staff member or associate will receive access to our collaborative community of peer advisors, ongoing webinars and more.

Monthly Payment (month 2+): $50 (5% discount available if paid as annual lump sum)


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