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

Prominent Financial Planning offers investment management as part of its ongoing financial planning engagement. The firm manages investment accounts, including 401(k)s, IRAs, 529s, and 403(b) plans, based on your individual goals, time horizon, and risk tolerance. The firm does not provide investment management as a standalone service.

Loading...

Location

Austin, TX

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Prominent Financial Planning LLC
January 2013 - Present · 13 yrs 4 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.