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The Garrett Planning Network, Inc.

 

What: Nationwide network of independent financial advisors and planners who offer hourly, as-needed financial planning and advice to anyone regardless of income or net worth.

Target Audience: Beginners, middle-income individuals and families, and do-it-yourselfers.

Fees for Services: Billing hourly, as needed; individual advisors set hourly fees; some advisors also work on a retainer or AUM basis.  All advisors are Fee-Only.

Headquarters: US

Network Founder: Sheryl Garrett, CFP®, AIF®

Year Founded: 2000

Number of Members: Over 320 across the United States.

Membership Guidelines: Members pay an annual licensing fee in exchange for network training, support and participation. Members also must be CERTIFIED FINANCIAL PLANNER™ certificants or actively working toward that designation (some minor exceptions apply), and be independently registered as an investment adviser in the state(s) in which they do business or with the U.S. Securities and Exchange Commission. Advisors must comply with all state and federal regulations governing financial advisors and adhere to a strict code of ethics and conduct.

Media Hotlines: 913-268-1500 ext. 103; after hours (on tight deadline only, please): 479-244-7247

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