The Garrett Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Garrett Group is a state-registered independent investment adviser that provides investment management, financial planning, and hourly consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm also offers a multi-family office/Family CFO service for clients who want ongoing, consolidated wealth management and coordination.
The firm may manage accounts on a discretionary basis and tailors advice to client objectives and risk tolerances, using fundamental analysis and monitoring of investment cycles and trends. Client accounts are custodied at Schwab, reviewed at least annually, and clients receive transaction confirmations and regular custodian statements directly.
Compared with many solo independent advisers, the firm operates a multi-family office model and works with a small number of accounts grouped under roughly $6 million in regulatory assets, while not imposing a formal account minimum. Although some peers maintain affiliations with accounting firms or insurance agencies, the brochure discloses that the firm currently has no such accounting or insurance affiliations and notes the principal’s insurance license expired in 2024.
Client services
Expertise
Fee options
Flat fees for financial planning services (no specific amounts stated)
0.25% - 1.00% of assets under management or net worth for Family Office Model
Hourly consultation and financial planning fees range from $50 to $1,000 per hour depending on staff, services, and complexity
Fee-only: Financial planning fees ranging from 0.15% to 1.00%; hourly fees from $50 to $1,000 per hour; flat fees available for financial planning services
Main office
10188 Telesis Court, Suite 130
San Diego CA 92121
Advisors at this office
1
Most active in
California
Also doing business as
Tgg Management Co · Tgg Management Co Dba The Garrett Group · Tgg Management Company Inc. · The Garrett Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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