Garrett Planning Network

Garrett Planning Network is a national community of fee-only, fiduciary financial advisors offering hourly and project-based planning.

Eureka Springs, AR, US

Founded

2000

Market Outlook

Demand for accessible, advice-only financial planning continues to grow as consumers seek fiduciary guidance without asset minimums or product commissions. The Garrett Planning Network targets career changers, solo advisors, and established planners who want to build fee-only, hourly, or project-based practices.

The network also emphasizes bringing younger professionals into the field to address an aging advisor population and expand access to quality financial advice.

Competitive Advantages

Garrett Planning Network members are required to be fee-only fiduciaries who offer hourly or project-based planning without minimum asset, income, or net-worth requirements. This commitment eliminates product commissions and aligns advisor compensation with client needs.

The network differentiates itself through a collaborative peer community, practice-development resources, continuing education, a public advisor directory, an annual retreat, and group benefits such as errors-and-omissions insurance and technology discounts.

Pricing Strategy

Garrett Planning Network sells membership subscriptions to advisors. Pathway and Full Membership are priced at $210 per month, with a 5% discount for annual payment, while Associate Membership for staff added to an existing member firm is $50 per month.

Membership includes access to the advisor community, practice resources, continuing education, the annual retreat, and inclusion in the public directory.

Market Outlook

The network also emphasizes bringing younger professionals into the field to address an aging advisor population and expand access to quality financial advice.

Competitive Advantages

Pricing Strategy

Membership includes access to the advisor community, practice resources, continuing education, the annual retreat, and inclusion in the public directory.