GP
CFP
GP
CFP

Garrett Prom

13 Years of Experience
Austin, TX

Garrett Prom is a CFP-designated registered investment advisor at Prominent Financial Planning LLC, based in Austin, TX, with 13 years of industry experience. Garrett 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 3 more. Their firm serves 57 clients with $42M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
57 clients
Average Client Portfolio
$730K average
Assets Under Management
$41.6M

Fee Structure

Planning is included in investment management

Investment management is included as part of Prominent Financial Planning's ongoing comprehensive financial planning engagement. Rather than charging a percentage of your portfolio, the firm charges an onboarding fee followed by a monthly annual planning fee based on your complexity tier:

  • Bronze tier — $500 onboarding fee, then $900 per year ($75/month)
  • Silver tier — $1,000 onboarding fee, then $1,800 per year ($150/month)
  • Gold tier — $1,500 onboarding fee, then $2,700 per year ($225/month)
  • Platinum tier — $2,000 onboarding fee, then $3,960 per year ($330/month)
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Location

Austin, TX

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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
Prominent Financial Planning LLC
January 2013 - Present · 13 yrs 9 mos
State Registrations1 state
TX
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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