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Garrett Ahrens

Newedge Advisors
36 Years of Experience
Lafayette, LA
8 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Garrett Ahrens is a registered investment advisor at Newedge Advisors, based in Lafayette, LA, with 36 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

412 Settlers Trace Blvd, Lafayette, LA, 70508

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History

Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2015
Denied
Regulatory
October 2015
Final
Employment Separation After Allegations
August 2015
Employment Separation After Allegations
August 2015
Customer Dispute
February 2013
Settled
Customer Dispute
August 2010
Settled
Customer Dispute
March 2009
Denied
Customer Dispute
June 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Garrett is a sole proprietor of Garrett Ahrens Insurance since 1999, dedicating a few hours per week to this investment-related activity. He also has interests in several LLCs for tax purposes, including Seven Sierra, Drewpaul, Sideline Holdings, and Find Her Films, and is affiliated with NewEdge Advisors, LLC DBA Coastal Capital Advisors.

Employment History
Current Registrations
Newedge Advisors
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Ahrens Investment Partners, LLC
August 2015 - May 2023 · 7 yrs 9 mos
LPL Financial LLC
June 1998 - August 2015 · 17 yrs 2 mos
LPL Financial LLCBroker
June 1998 - August 2015 · 17 yrs 2 mos
Balentine & CompanyBroker
September 1996 - June 1998 · 1 yr 9 mos
Edward D. Jones & CO., L.P.Broker
October 1989 - September 1996 · 6 yrs 11 mos
State Registrations2 states
LATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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