Garrett Burgess
Cote Financial Management · Wenham, Massachusetts
Garrett Burgess is a fee-only financial advisor at Cote Financial Management in Wenham, Massachusetts. Garrett focuses on retirement planning, estate & legacy planning and tax planning. Cote Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Garrett →
Specialties
Facts
| Firm | Cote Financial Management |
|---|---|
| Based in | Wenham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $151.2M across 378 accounts |
| SEC registration | Investment adviser representative in MA · CRD 8142204 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | cotefinancialservices.com |
| Profile |
How Garrett's firm compares
- Cote Financial Management's average account is about $400,000, from its Form ADV (assets managed divided by 378 accounts).
Request an introduction to Garrett
Tell Garrett a little about what you're looking for. Garrett isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Garrett
Is Garrett Burgess a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Garrett holds no broker registration, and Cote Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Garrett charge for financial advice?
Garrett's firm, Cote Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Garrett Burgess based?
Garrett Burgess is based in Wenham, Massachusetts.
What does Garrett specialize in?
Garrett's specialties include retirement planning, estate & legacy planning and tax planning.
Is Garrett Burgess registered with the SEC?
Yes. Garrett Burgess is registered as an investment adviser representative in MA (CRD 8142204), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cote Financial Management manage?
Cote Financial Management reports $151.2M across 378 accounts in assets under management.
How do I contact Garrett Burgess?
Through Garrett's website, cotefinancialservices.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
- Cote Financial Management 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.
See something wrong? Request a correction. Read our methodology.