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David Wayne Garrett

GARRETT WEALTH ADVISORY GROUP, LLC·WEATHERFORD, Texas
Clean recordGARRETT WEALTH ADVISORY GROUP, LLC
201 FT. WORTH HWY., WEATHERFORD, TX 76086CRD# 2498087Firm CRD# 173563

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Wayne Garrett · WEATHERFORD, TX
Registration
CRD #2498087 · GARRETT WEALTH ADVISORY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Wayne Garrett is a registered financial advisor based in WEATHERFORD, Texas, affiliated with GARRETT WEALTH ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
GARRETT WEALTH ADVISORY GROUP, LLC
BENTOAK CAPITAL
AUM
$473M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at GARRETT WEALTH ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2498087
Firm CRD# 173563
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Wayne Garrett offer?
David Wayne Garrett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEATHERFORD, Texas for a consultation.
What are David Wayne Garrett's credentials?
David Wayne Garrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Wayne Garrett located?
David 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 David Wayne Garrett charge for services?
David 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

Brandon Wayne Garrett
WEATHERFORD, TX
Stefan Wayne Simpson
WEATHERFORD, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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