GARRETT WEALTH ADVISORY GROUP, LLC

BENTOAK CAPITAL
WEATHERFORD, Texas·3 registered advisors·CRD# 173563
SEC# 801-805983817-550-6750
01

Firm Overview

AUM
$473M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GARRETT WEALTH ADVISORY GROUP, LLC

3 registered advisors
Brandon Wayne Garrett
WEATHERFORD, Texas
David Wayne Garrett
WEATHERFORD, Texas
Stefan Wayne Simpson
WEATHERFORD, Texas
05

Office Locations

WEATHERFORD, Texas
3 advisors

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Data sourced from SEC Form ADV filings. GARRETT WEALTH ADVISORY GROUP, LLC (CRD# 173563) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.