Snow Garrett Wealth Management

Snow Garrett Wealth Management (CRD# 173563) is a financial advisory firm headquartered in Weatherford, TX. They manage $174,374,988 in 536 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $325,326
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

DE, LA, TX

Financial Advisors at Snow Garrett Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Brandon W. Garrett
CRD#: 5661756
1207 Santa Fe Drive, Weatherford, TX 76086
96
Wealthminder
score

Brandon Garrett (CRD# 5661756) is an Investment Advisor Representative working at Snow Garrett Wealth Management in Weatherford, TX and has over 6 years of experience in the finance industry. Brandon Garrett 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
David W. Garrett
CRD#: 2498087
1207 Santa Fe Drive, Weatherford, TX 76086
96
Wealthminder
score

David Garrett (CRD# 2498087) is an Investment Advisor Representative working at Snow Garrett Wealth Management in Weatherford, TX and has over 23 years of experience in the finance industry. David Garrett 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.

3
Larry N. Parker
CRD#: 4068331
5000 Overton Plaza, Suite 110, Fort Worth, TX 76109
96
Wealthminder
score

Larry Parker (CRD# 4068331) is an Investment Advisor Representative working at Snow Garrett Wealth Management in Fort Worth, TX and has over 17 years of experience in the finance industry. Larry Parker 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.

4
Angela M. Smith
CRD#: 5802398
1207 Santa Fe Drive, Weatherford, TX 76086
96
Wealthminder
score

Angela Smith (CRD# 5802398) is an Investment Advisor Representative working at Snow Garrett Wealth Management in Weatherford, TX and has over 7 years of experience in the finance industry. Angela Smith 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.

5
Charles A. Gelineau
CRD#: 4102944
5000 Overton Plaza, Suite 110, Fort Worth, TX 76109
93
Wealthminder
score

Charles Gelineau (CRD# 4102944) is an Investment Advisor Representative working at Snow Garrett Wealth Management in Fort Worth, TX and has over 17 years of experience in the finance industry.

6
Gary D. Snow
CRD#: 2522637
1207 Santa Fe Drive, Weatherford, TX 76086
93
Wealthminder
score

Gary Snow (CRD# 2522637) is an Investment Advisor Representative working at Snow Garrett Wealth Management in Weatherford, TX and has over 23 years of experience in the finance industry.

7
Stephanie R. Szabo
CRD#: 2143752
5000 Overton Plaza, Suite 110, Fort Worth, TX 76109
90
Wealthminder
score

Stephanie Szabo (CRD# 2143752) is an Investment Advisor Representative working at Snow Garrett Wealth Management in Fort Worth, TX and has over 26 years of experience in the finance industry. Stephanie Szabo 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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.