# Garrett Bybee

> Garrett Bybee is a fee-only financial advisor at Bybee Wealth Management in Roy, Utah, who holds the CFP credential. Garrett charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $1,200 a year and one-time plans from $750) and focuses on small business owners, physicians & residents and retirement planning.

Page: https://find.wellspent.co/advisors/garrett-bybee/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Bybee Wealth Management
- **Based in:** Roy, Utah
- **Fee model:** Percentage of assets; Ongoing planning fee; Hourly; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,200 a year; one-time plans from $750; $200 an hour; 1.5% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $13.4M across 43 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Physicians & residents, Retirement planning, Pension planning
- **Works with:** Physicians
- **CRD:** 6781698 (https://adviserinfo.sec.gov/individual/summary/6781698)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://bybeewealthmanagement.com

## Frequently asked questions

### Is Garrett Bybee a fee-only financial advisor?

Yes. Garrett Bybee is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Garrett's firm.

### How does Garrett charge for financial advice?

Garrett charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.

### How much does Garrett charge?

According to Bybee Wealth Management's website, checked October 28, 2026: ongoing planning from $1,200 a year; one-time plans from $750; $200 an hour; 1.5% a year on the first tier of assets managed.

### Does Garrett work with clients virtually?

Yes. Bybee Wealth Management says on its website that it works with clients remotely.

### Where is Garrett Bybee based?

Garrett Bybee is based in Roy, Utah.

### What does Garrett specialize in?

Garrett's specialties include small business owners, physicians & residents, retirement planning and pension planning. Garrett works with physicians.

### What credentials does Garrett Bybee hold?

Garrett Bybee holds the CFP credential.

### Is Garrett Bybee registered with the SEC?

Yes. Garrett Bybee is registered as an investment adviser representative in UT (CRD 6781698), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Bybee Wealth Management manage?

Bybee Wealth Management reports $13.4M across 43 accounts in assets under management.

### How do I contact Garrett Bybee?

Through Garrett's website, bybeewealthmanagement.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45543): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.bybeewealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.