Fee-Only Financial Planning
and Investment Advice
We are a geographically diverse group of Fee-Only financial planners, leveraging Garrett Investment Advisors headquarters’ technology and support, to provide quality financial planning and investment advice to improve our clients’ financial lives.
Find an Advisor
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Tess Rowland, CFP®, CPA/PFS
T Rowland Financial Services4 Bristol Green
Bourbonnais, IL 60914815-954-7304
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Ron Guay
Rivermark Wealth Management
Sunnyvale, CA408-337-3261
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Roger Peterson
Peterson Financial Planning543 Robert Ct.
Hastings, MN 55033507-298-5515
Client Lifestage: Early Career, Mid Career, Near RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Education Planning -
Brent Lince, CFP®
Lince Financial Planning4660 NE Belknap Ct., #101R
Hillsboro, OR 97124971-217-7537
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Beth Agnello
Fair Winds Financial AdviceVirtual Planning Offered
North Carolina
336-701-2612
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Penny Canada
Kastler Financial Planning875 S. Ortonville Rd.
Ortonville, MI 48462248-564-1512
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Tim Hicks, CFP®
Hicks Financial Partners301 McCullough Dr., Ste. 400
Charlotte, NC 28262877-921-6478
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Cheryl Ober, CFP®
Cheryl Ober Financial Planning5038 Luverne Ave.
Minneapolis, MN 55419612-202-0789
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Tim Hicks, CFP®
Hicks Financial Partners1000 Centre Green Way, Ste. 200
Cary, NC 27513877-921-6478
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Ben Prescott, CFP®, EA
WBPFLS6 Arlington Dr.
Carlisle, PA 17015717-763-1133
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Financial Coaching, Young Professionals, Business Owners -
Judy Ni, CFP®, EA
Cornerstone Financial Planning51 JFK Pkwy., 1st Fl. W.
Short Hills, NJ 07078973-723-3249
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Tim Hicks, CFP®
Hicks Financial Partners225 N. Bennett St., Ste. G
Southern Pines, NC 28387877-921-6478
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Mitchell Hockenbury, CFP®
1440 Financial Partners1612 NE 124th St.
Kansas City, MO 64165
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Military Servicemembers/Veterans, Federal Employees -
Ben Keady
Perceive WealthOnline Only
Sacramento, CA
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Steve Ferger
Envisage Financial Planning193 South Civic Dr., Ste. D
Palm Springs, CA 92262760-320-8030
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David Leitao
Argonaut Financial Planning & Investment Management405 Oak Park Dr.
San Francisco, CA 94131415-407-6252
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Ira Fialkow
Fialkow Financial Planning2054 Vista Pkwy., Ste. 400
West Palm Beach, FL 33411561-877-1472
Client Lifestage: Early Career, Mid Career, Near RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Young Professionals -
Pat Green, CFP®
Green Financial Planning512 Colonial Dr.
Brooksville, FL 34601352-345-4783
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Passive/Index Investing -
Mike Nawrot, CFP®
Garden Financial Planning#326, 2112 W. Galena Blvd., Ste. 8
Aurora, IL 60506630-277-8385
Client Lifestage: Early Career, Mid CareerMeetings Offered: In-Person OnlyFocus Areas: General Planning, Working with Women, Passive/Index Investing -
Michael Kastler
Kastler Financial Planning875 S. Ortonville Rd.
Ortonville, MI 48462888-566-1841
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Sheila Stowers, CFP®
Stowers Financial Planning13062 Hwy. 290 W.
Austin, TX 78737512-608‐9266
Client Lifestage: Mid Career, Near Retirement, RetirementMeetings Offered: In-Person OnlyFocus Areas: Retirement Planning, Widows/Widowers, Baby Boomers -
Skip Fleming, CFP®
Lodestar Financial Planning1155 Kelly Johnson Blvd., Ste. 111
Colorado Springs, CO 80920719-685-0600
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Military Servicemembers/Veterans, Federal Employees -
Leisa Aiken, CFP®
Veo Financial Counsel
Chicago, IL 60606312-265‐2220
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Kristin Rogers, CFP®
Financial Advocate for You
Albertville, MN 55301612-440-0212
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Jim McMahon, CFP®
Forerunner Financial Planning7634 Wind River Dr.
Sylvania, OH 43560419-318‐7827
Meetings Offered: In-Person or VirtualFocus Areas: Retirement Planning, Young Professionals, Young Families -
Tom Fredrickson, CFP®
Fredrickson Financial552 16th St.
Brooklyn, NY 11215347-889‐5114
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Jeff Euting, CFP®, MBA
Pyxis Financial Planning111 Simsbury Rd., Ste. 206
Avon, CT 06001860-507-7397
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Joshua Garcia, CFP®, MBA, MIM
Veritas Financial Consulting100 E. Huntington Dr., Ste. 222
Monrovia, CA 91016626-263-4232
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Douglas Bellfy, CFP®, AFC®, MBA
Synergy Financial Planning
South Glastonbury, CT 06073860-430-1808
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Financial Coaching, Widows/Widowers -
Nola Kulig, CFP®, CFA
Kulig FinancialP.O. Box 60474
Longmeadow, MA 01116413-565-2839
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Kent Grealish, CFP®, AIF®
Grealish Investment Counseling1710 S. Amphlett Blvd., Ste. 117
San Mateo, CA 94402650-952-5488
Click LIST ALL ADVISORS above to view a complete list of advisors, as well as Client Lifestage, Meetings Offered and Focus Areas for each advisor.