Garrett Planning Network
Financial Planners
Join The Network >>
 

We're here to help you build a thriving practice, whether you are:


    • just entering the financial planning profession,
    • starting your own firm,
    • adding hourly services to an existing practice,
    • changing to a Fee-Only business model,
    • transitioning from a broker/dealer, or
    • embarking on a second career.

Why the Garrett Planning Network?

Sheryl Garrett founded the Network in 2000. Dubbed, “The All-American Planner,” possibly because of her zealous mission to “help make competent, objective financial advice accessible to all people,” Sheryl’s fresh approach as a financial advisor working with clients on an hourly, as-needed, Fee-Only basis has evolved into a nationwide network of like-minded financial advisors.

Today, the Network is over 300 advisors strong. Although we provide our member advisors with tools, templates, training, and coaching, the real lifeblood of the Garrett Planning Network is the members. An incredibly vibrant, supportive, connected group of professionals of diverse backgrounds they’ve come together for the greater good and well-being of their clients and themselves. Imagine tapping into the collective wisdom of hundreds of experienced, educated, thoughtful, creative minds – that’s the Garrett Planning Network.

Membership Guidelines

Accessible, Fee-Only, and hourly-based services are the key marketing differentiators of the Garrett Planning Network.

Therefore, our Member-Advisors must:

  • Be Fee-Only.
  • Adhere to the Fiduciary Oath.
  • Offer advice on hourly, as-needed basis.
  • Be accessible. The majority client engagements must be without 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.

Membership Fee Schedule

Updated as of April 1, 2015



FIRST YEAR

Initial Fee of $5000 plus 11 recurring payments of $500/month.



SUBSEQUENT YEARS

Monthly Payment Option of $200/month


OR


Lump-Sum Option of $2160/year (save 10%)

Membership Includes

  • Time-Tested Business Model
  • Training Materials and Templates
  • Members-Only Online Community
  • 3-Day In-Person Training
  • Practice Management Coaching
  • Compliance Support
  • Continuing Education Webinars
  • Marketing Support
  • Media Requests
  • Annual Retreat
  • Discounted Group E&O Insurance
  • Find an Advisor Listing
  • And More...