For Interested Advisors
Garrett Investment Advisors, LLC, provides you, as a Fee-Only financial planner, a solution that takes many back office and administrative tasks off your plate so you can spend more time focusing on what truly matters–your clients.
We provide back office compliance, operations and billing support. We allow for great flexibility in how you offer your Fee-Only financial planning services. We provide professional liability (E&O) insurance. We provide state-of-the-art software tools. We provide access to custodians. We provide access to Dimensional Fund Advisors (DFA) mutual funds. We provide all of this support to you, so you can provide great service to your clients.
If you are a financial planner interested in joining the Garrett Investment Advisors, LLC RIA firm, please review this one-sheet that describes what you get when you join the firm, as well as the associated licensing fees. For additional information please contact Justin@GarrettAdvisors.com.