David Garrett
BentOak Capital · Weatherford, Texas
David Garrett is a fee-only financial advisor at BentOak Capital in Weatherford, Texas, who holds the CFP credential. David focuses on founders (pre-exit), estate & legacy planning and tax planning. BentOak Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
Facts
| Firm | BentOak Capital |
|---|---|
| Based in | Weatherford, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $969.8M across 2,039 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2498087 |
| Exams passed | Series 63 (1994) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | bentoakcapital.com |
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Questions about David
Is David Garrett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and BentOak Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, BentOak Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does David charge?
According to BentOak Capital's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is David Garrett based?
David Garrett is based in Weatherford, Texas.
What does David specialize in?
David's specialties include founders (pre-exit), estate & legacy planning, tax planning and family wealth transfer. David works with executives, founders and multi-generational families.
What credentials does David Garrett hold?
David Garrett holds the CFP credential.
Is David Garrett registered with the SEC?
Yes. David Garrett is registered as an investment adviser representative in TX (CRD 2498087), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BentOak Capital manage?
BentOak Capital reports $969.8M across 2,039 accounts in assets under management.
How do I contact David Garrett?
Through David's website, bentoakcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- BentOak Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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