Blair Garner
Garner Financial Management · Franklin, Tennessee
Blair Garner is a fee-only financial advisor at Garner Financial Management in Franklin, Tennessee, who holds the CFA, CFP and MS credentials. Blair charges a percentage of assets (0.95% a year on the first tier of assets managed) and focuses on estate & legacy planning, tax planning and small business owners.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | Garner Financial Management |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.95% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $152.6M across 299 accounts |
| Credentials | CFA · CFP · MS |
| SEC registration | Investment adviser representative in CA, TN · CRD 6093058 |
| Exams passed | Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | garnerfm.com |
| Profile |
How Blair's firm compares
- Garner Financial Management's average account is about $510,000, from its Form ADV (assets managed divided by 299 accounts).
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Questions about Blair
Is Blair Garner a fee-only financial advisor?
Yes. Blair Garner is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Blair's firm.
How does Blair charge for financial advice?
Blair charges a percentage of assets.
How much does Blair charge?
According to Garner Financial Management's website, checked October 28, 2026: 0.95% a year on the first tier of assets managed.
Does Blair work with clients virtually?
Yes. Garner Financial Management says on its website that it works with clients remotely.
Where is Blair Garner based?
Blair Garner is based in Franklin, Tennessee.
What does Blair specialize in?
Blair's specialties include estate & legacy planning, tax planning and small business owners. Blair works with retirees, pre-retirees and early-career professionals.
What credentials does Blair Garner hold?
Blair Garner holds the CFA, CFP and MS credentials.
Is Blair Garner registered with the SEC?
Yes. Blair Garner is registered as an investment adviser representative in CA and TN (CRD 6093058), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Garner Financial Management manage?
Garner Financial Management reports $152.6M across 299 accounts in assets under management.
How do I contact Blair Garner?
Through Blair's website, garnerfm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Garner Financial Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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