Membership FAQS

FREQUENTLY ASKED QUESTIONS ABOUT MEMBERSHIP

Start-Up

Certification/Licensing/Registration

I have passed the comprehensive CFP® certification exam but I still need to fulfill the work experience requirement before I can use the certification. If I am accepted as a member of the Garrett Planning Network how will I obtain certification?

By following the CFP® requirement guidelines found at www.cfp.net.

Fee-Only, Hourly Financial Planning

Next Steps to Learn More

What is the best way to begin learning more about the benefits of becoming a Garrett member?

Some of the best ways to learn more about the Garrett Planning Network are:

Membership Terms and Conditions

All Garrett Planning Network Members agree to our Terms of Membership

Review our Terms of Membership here


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