Garrett Dresen is a CFP-designated registered investment advisor at Harbor Horizon Financial, LLC, based in Wilsonville, OR, with 3 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 1 clients with $1M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Contact
Garrett Dresen
Location
Wilsonville, OR
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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.
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Garrett owns rental real estate in Klamath Falls since June 2022, acting as owner and landlord. He spends minimal time maintaining the rental and coordinating repairs.
Employment History
Current Registrations
Harbor Horizon Financial, LLC
Previous Registrations
Clarity Wealth Development, LLC
State Registrations1 state
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.