JG
JG

Justin Garritt

6 Years of Experience
Baltimore, MD

Justin Garritt is a registered investment advisor at Garritt Financial Solutions LLC, based in Baltimore, MD, with 6 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 159 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
159 clients
Average Client Portfolio
$99K average
Assets Under Management
$15.7M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

Fees are negotiable. For accounts held at Betterment Securities, sub-advisory fees range from 0.12% to 0.20% in addition to GFS's fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Baltimore, MD

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 →
Other Business Activities

Justin is often requested as a speaker at various associations, schools, or non-profits. This activity requires minimal time.

Employment History
Current Registrations
Garritt Financial Solutions LLC
February 2020 - Present · 6 yrs 3 mos
State Registrations5 states
CALAMDNYVA
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.