Garrett Bishop
Garrett Bishop is a registered investment advisor at Centauri Advisory Group, INC., based in Zelienople, PA, with 5 years of industry experience. Garrett 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. Their firm serves 410 clients with $72M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
310 South Main St., Zelienople, PA, 16063
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Garrett is licensed to sell life, health, and annuity insurance products, dedicating minimal time to this. He is also an active P&C agent for Jack L Bonus Agency since 2021, spending a few hours per week. Additionally, Garrett is the COO of Checkmate Rentals since 2022, taking about half of his time.
Employment History
Current Registrations
Centauri Advisory Group, INC.
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations3 states
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.