Garner Financial Management

Garner Financial Management (CRD# 131628) is a financial advisory firm headquartered in Lafayette, CA. They manage $125,000,000 in 460 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $271,739
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Garner Financial Management
Showing 1 - 2 of 2 top financial advisors.
1
Blair J. Garner
CRD#: 6093058
3620 Happy Valley Road, Suite 103, Lafayette, CA 94549
93
Wealthminder
score

Blair Garner (CRD# 6093058) is an Investment Advisor Representative working at Garner Financial Management in Lafayette, CA and has over 4 years of experience in the finance industry. Blair Garner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert J. Garner
CRD#: 2494037
3620 Happy Valley Road, Suite 103, Lafayette, CA 94549
93
Wealthminder
score

Robert Garner (CRD# 2494037) is an Investment Advisor Representative working at Garner Financial Management in Lafayette, CA and has over 22 years of experience in the finance industry.

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