Garrett Bybee
Bybee Wealth Management · Roy, Utah
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.
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Specialties
Who they serve
- Physicians
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 |
| Accepting new clients | Yes |
| Assets under management | $13.4M across 43 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 6781698 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bybeewealthmanagement.com |
| Profile |
How Garrett's firm compares
- Ongoing planning starts at $1,200 a year, below the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $750, below the US median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $200, below the US median of $300 for fee-only firms that publish prices.
- Bybee Wealth Management's average account is about $311,000, from its Form ADV (assets managed divided by 43 accounts).
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Questions about Garrett
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- Bybee Wealth 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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