Garrett Gibson
Garrett Gibson is a registered investment advisor at Nwf Advisory Services INC, based in Price, UT, with 4 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, High Net Worth, Investment Management, and 2 more. Their firm serves 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
Location
163 East 100 North, Price, UT, 84501
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 uses Mays Retirement Solutions and Mays Financial Solutions as DBAs for marketing purposes. He is also an investment advisor for The Ameriflex Group, Mays Retirement Solutions LLC, and Pinnacle Financial Advisors LLC, providing wealth management, financial planning, and investment advisory services, dedicating nearly full-time hours to these activities. Pinnacle Financial Advisors LLC encompasses all financial advising and insurance business already disclosed elsewhere.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
The Ameriflex Group
Sagepoint Financial, INC.Broker
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations9 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.