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Brandon Wayne Garrett

GARRETT WEALTH ADVISORY GROUP, LLC·WEATHERFORD, Texas
SIE, Series 7, Series 24, Series 66CFPClean record15 years registeredGARRETT WEALTH ADVISORY GROUP, LLC
201 FT. WORTH HWY., WEATHERFORD, TX 76086CRD# 5661756Firm CRD# 173563

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon Wayne Garrett · WEATHERFORD, TX
Registration
CRD #5661756 · GARRETT WEALTH ADVISORY GROUP, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

BENTOAK CAPITAL
Jan 2015 – present
LPL FINANCIAL LLC
Jan 2011 – Jan 2016
WEATHERFORD, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · January 25, 2011
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GARRETT WEALTH ADVISORY GROUP, LLC
CRD 173563 · SEC 801-80598
AUM
$473M
Regulatory assets under management
Employees
15
1,289 client accounts
Services offered by GARRETT WEALTH ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GARRETT WEALTH ADVISORY GROUP, LLC →
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05

Frequently Asked Questions

What services does Brandon Wayne Garrett offer?
Brandon Wayne Garrett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEATHERFORD, Texas for a consultation.
What are Brandon Wayne Garrett's credentials?
Brandon Wayne Garrett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brandon Wayne Garrett located?
Brandon Wayne Garrett is based in WEATHERFORD, Texas, working with GARRETT WEALTH ADVISORY GROUP, LLC. Their office serves clients in the WEATHERFORD metropolitan area and surrounding communities.
How does Brandon Wayne Garrett charge for services?
Brandon Wayne Garrett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GARRETT WEALTH ADVISORY GROUP, LLC?
GARRETT WEALTH ADVISORY GROUP, LLC has approximately 15 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GARRETT WEALTH ADVISORY GROUP, LLC

David Wayne Garrett
WEATHERFORD, TX
CFP

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
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Research
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