Martin Garrison
Martin Garrison is a CFP-designated registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 18 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Martin is an independent insurance agent, spending a few hours per week on sales and service of insurance products. He is also an author and co-founder of a motivational message subscription service, and owns Live Focused, LLC, providing ghostwriting and self-publishing assistance.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Mariner Wealth Advisors
Firstpoint Financial, LLC
Mariner Wealth Advisors
Msec, LLCBroker
Mariner Wealth Advisors
Firstpoint Financial, LLC
Triune Financial Partners, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
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.