Brandon W. Garrett,  CFP<sup>&reg;</sup> - Financial Advisor

Brandon W. Garrett, CFP®

CIMA®

CEO

BentOak Capital

201 Fort Worth Hwy
Weatherford, TX 76086
FINANCIAL ADVISOR'S WEBSITE
(817) 550-6750 CONNECT WITH Brandon
  • facebook link
  • linkedin link
  • youtube link

General

Brandon Garrett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at BentOak Capital in Weatherford, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member: FINRA/SIPC.  Investment Advice offered through Garrett Wealth Advisory Group, LLC dba BentOak Capital, a registered investment advisor and separate entity from LPL Financial.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Irregular Income, Real Estate, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

More

Helpful Financial Planning Resources