GG
CFP
GG
CFP

Grayson Garvin

7 Years of Experience
Franklin, TN

Grayson Garvin is a CFP-designated registered investment advisor at Arrow Alliance, based in Franklin, TN, with 7 years of industry experience. Grayson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Retirement Planning. Their firm serves 15 clients with $31M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$31.4M

Fee Structure

Minimum Investment:None

Arrow Alliance offers wealth management services for a fee based on the amount of your portfolio. The specific fee is detailed in their wrap fee brochure. They also offer financial counsel for a monthly flat fee.

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Location

6700 Tower Circle, Suite 360, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Arrow Alliance
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Southwestern Investment Advisory Services, INC.
August 2018 - April 2022 · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
July 2018 - January 2022 · 3 yrs 6 mos
State Registrations2 states
TNTX
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.
Grayson Garvin - Financial Advisor | TrueAdvisor