Where advisors can grow, share openly, and build meaningful, sustainable businesses
We respect and support each other the same way we do our clients
Where advisors can grow, share openly, and build meaningful, sustainable businesses
We respect and support each other the same way we do our clients
We show up, contribute, and learn from one another
What truly sets the Garrett Planning Network apart is our culture. Members are part of an engaged, generous community where ideas, challenges, and successes are shared openly. Advisors support one another in building practices that reflect their values, not industry pressure. There is a strong sense of mutual respect, collaboration, and belonging, creating an environment where both new and experienced planners can thrive. From sharing real-world experiences to answering questions and offering guidance, the community plays an active role in helping others navigate challenges and grow.
This is not just a network, it is a community people actively participate in and rely on.
GPN Annual Retreat
Strengthening Our Community
Our annual retreat brings members together to connect, learn, and recharge. It is a chance to step away from day-to-day work and engage with peers who share your values. With a mix of education and meaningful conversation, the retreat fosters deeper relationships and practical insights that members carry back into their practices.
The Garrett Difference
All Garrett Planning Network members share a commitment to:
Fee-only compensation
Paid only by clients, with no commissions or product-based incentives
Fiduciary responsibility
Legally and ethically obligated to act in clients’ best interests
Time-based services
Offering hourly or project-based financial planning options
Accessible planning
No minimum asset, income, or net worth requirements for clients
Membership Benefits
Annual Retreat
The cost of our annual retreat is included in membership. Members consistently describe it as the highlight of their year.
Community & Support
Our greatest strength is our community. Members actively create a collaborative environment where advisors at all stages can grow and thrive.
Dedicated Staff Support
A full-time team is available to support members navigate their journey.
Professional Resources & Savings
Members have access to a group Errors & Omissions (E&O) policy, technology discounts and compliance support at reduced rates.
Education & Learning
Monthly webinars and member-led sessions provide continuing education.
Peer Learning & Discussion Groups
Members connect weekly and monthly to discuss a variety of topics and learn from the community.
Member Forum
An active member forum allows for real-time questions, peer input, and resource sharing.
Directory Access
Members are included in a public directory that connects them with consumers nationwide.
Practice Development Resources
Members gain access to foundational tools and optional setup support to help establish their practice.
Pricing
FAQS
Quick Questions, Quick Answers
What do Garrett Planning Network members have in common?
All Garrett Planning Network members share a commitment to fee-only, fiduciary financial planning. They offer time-based services, including hourly or project-based planning, and do not impose minimum asset, income, or net worth requirements for service. Members are also required to hold or obtain an approved professional designation, such as the CFP® certification or PFS credential, reinforcing our commitment to professional excellence and client-first advice.
Why do advisors join Garrett Planning Network?
Advisors join Garrett Planning Network because they want to build fee-only, time-based, client-first practices alongside others who share their values. Members become part of a supportive and collaborative community where advisors openly share ideas, experiences, and encouragement. Combined with ongoing education, practice-building resources, and our annual retreat, GPN helps advisors grow successful businesses while staying true to the way they want to serve clients.
Do I need a CFP® certification to join?
Members are not required to have the CFP® designation upon joining, however they must hold or obtain an approved certification within 5 years from the Member’s Effective Date and maintain such certification at all times thereafter. Approved Certifications/Designations for the Members:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, granted by the Certified Financial Planner Board of Standards, Inc.
- Personal Financial Specialist (PFS) credential, granted to CPAs by the American Institute of CPAs (AICPA).
Can I build a successful practice with an hourly model
Yes. Garrett Planning Network was founded on the belief that advisors can build successful, sustainable practices through hourly and project-based financial planning. For decades, our members have demonstrated that it is possible to serve clients without requiring minimum assets or long-term commitments. Through a collaborative community, practical resources, and shared experience, members support one another in building practices that align with their values and serve clients well.
Can I start on a part-time basis?
Yes. When a planner chooses to open their own Fee-Only, hourly practice, the calendar tends to dictate their schedule. We have had a good number of Garrett members either begin part-time or continue part-time for various life/work/family reasons.
Explore our full FAQ list here
Still Have Questions? Get In Touch.
FAQS
Quick Questions, Quick Answers
What do Garrett Planning Network members have in common?
All Garrett Planning Network members share a commitment to fee-only, fiduciary financial planning. They offer time-based services, including hourly or project-based planning, and do not impose minimum asset, income, or net worth requirements for service. Members are also required to hold or obtain an approved professional designation, such as the CFP® certification or PFS credential, reinforcing our commitment to professional excellence and client-first advice.
Why do advisors join Garrett Planning Network?
Advisors join Garrett Planning Network because they want to build fee-only, time-based, client-first practices alongside others who share their values. Members become part of a supportive and collaborative community where advisors openly share ideas, experiences, and encouragement. Combined with ongoing education, practice-building resources, and our annual retreat, GPN helps advisors grow successful businesses while staying true to the way they want to serve clients.
Do I need a CFP® certification to join?
Members are not required to have the CFP® designation upon joining, however they must hold or obtain an approved certification within 5 years from the Member’s Effective Date and maintain such certification at all times thereafter. Approved Certifications/Designations for the Members:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, granted by the Certified Financial Planner Board of Standards, Inc.
- Personal Financial Specialist (PFS) credential, granted to CPAs by the American Institute of CPAs (AICPA).
Can I build a successful practice with an hourly model
Yes. Garrett Planning Network was founded on the belief that advisors can build successful, sustainable practices through hourly and project-based financial planning. For decades, our members have demonstrated that it is possible to serve clients without requiring minimum assets or long-term commitments. Through a collaborative community, practical resources, and shared experience, members support one another in building practices that align with their values and serve clients well.
Can I start on a part-time basis?
Yes. When a planner chooses to open their own Fee-Only, hourly practice, the calendar tends to dictate their schedule. We have had a good number of Garrett members either begin part-time or continue part-time for various life/work/family reasons.
Explore our full FAQ list here
Still Have Questions? Get In Touch.
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