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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Jim Grennen, CFP®, EA
Woodhull Capital Advisors80 Orville Dr., Ste. 100
Bohemia, NY 11716631-257-0807 -
David Leitao
Argonaut Financial Planning & Investment Management405 Oak Park Dr.
San Francisco, CA 94131415-407-6252 -
Hanson Wong, CFP®
7 Squared Capital Advisors188 S. Park St., #4
San Francisco, CA 94107628-777-3268 -
Ira Fialkow
Fialkow Financial Planning2054 Vista Pkwy., Ste. 400
West Palm Beach, FL 33411561-877-1472 -
Jeffrey Drayton, CFP®
Jeffrey A. Drayton Financial Planning & Wealth Management11670 Fountains Dr., Ste. 200
Maple Grove, MN 55369763-445-2616 -
Pat Green
Green Financial Planning512 Colonial Dr.
Brooksville, FL 34601352-345-4783 -
Mike Nawrot, CFP®
Garden Financial Planning#326, 2112 W. Galena Blvd., Ste. 8
Aurora, IL 60506630-277-8385 -
Michael Kastler
Kastler Financial Planning875 S. Ortonville Rd.
Ortonville, MI 48462888-566-1841 -
Sheila Stowers, CFP®
Stowers Financial Planning13062 Hwy. 290 W.
Austin, TX 78737512-608‐9266 -
Skip Fleming, CFP®
Lodestar Financial Planning1155 Kelly Johnson Blvd., Ste. 111
Colorado Springs, CO 80920719-685-0600 -
Leisa Aiken, CFP®
Veo Financial Counsel
Chicago, IL 60606312-265‐2220 -
Kristin Rogers, CFP®
Financial Advocate for You
Albertville, MN 55301612-440-0212 -
Jim McMahon, CFP®
Forerunner Financial Planning7634 Wind River Dr.
Sylvania, OH 43560419-318‐7827 -
Keith Lebermann, EA
Upward Financial Planning308 Auburn Dr.
Downingtown, PA 19335484-693-0009 -
Tom Fredrickson, CFP®
Fredrickson Financial552 16th St.
Brooklyn, NY 11215347-889‐5114 -
Jeff Euting, CFP®, MBA
Pyxis Financial Planning1 Darling Dr.
Avon, CT 06001860-670-9764 -
Joshua Garcia, CFP®, MBA, MIM
Veritas Financial Consulting100 E. Huntington Dr., Ste. 222
Monrovia, CA 91016626-263-4232 -
Douglas Bellfy, CFP®, AFC®, MBA
Synergy Financial Planning947 Hopewell Rd.
South Glastonbury, CT 06073860-430-1808 -
Nola Kulig, CFP®, CFA
Kulig FinancialP.O. Box 60474
Longmeadow, MA 01116413-565-2839 -
Kent Grealish, CFP®, AIF®
Grealish Investment Counseling1710 S. Amphlett Blvd., Ste. 117
San Mateo, CA 94402650-952-5488 -
Brent Lince, CFP®
Lince Financial Planning4660 N.E. Belknap Ct., #101R
Hillsboro, OR 97124971-217-7537 -
Jeffrey Drayton, CFP®
Jeffrey A. Drayton Financial Planning & Wealth Management3523 45th St. S., Ste. 100
Fargo, ND 58104701-639-8565