Garrett Dresen
Harbor Horizon Financial · Wilsonville, Oregon
Garrett Dresen is a fee-only financial advisor at Harbor Horizon Financial in Wilsonville, Oregon, who holds the CFP credential. Garrett charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Early-career professionals
Facts
| Firm | Harbor Horizon Financial |
|---|---|
| Based in | Wilsonville, Oregon |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $2.2M across 16 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 7245290 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | harborhorizonfinancial.com |
| Profile |
How Garrett's firm compares
- Harbor Horizon Financial's average account is about $140,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Garrett
Is Garrett Dresen a fee-only financial advisor?
Yes. Garrett Dresen 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, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Garrett charge?
According to Harbor Horizon Financial's website, checked October 28, 2026: 1% a year on the first tier of assets managed.
Does Garrett work with clients virtually?
Yes. Harbor Horizon Financial says on its website that it works with clients remotely.
Where is Garrett Dresen based?
Garrett Dresen is based in Wilsonville, Oregon.
What does Garrett specialize in?
Garrett's specialties include retirement planning, tax planning, estate & legacy planning, pension planning, small business owners and flat-fee planning. Garrett works with retirees, pre-retirees, founders and early-career professionals.
What credentials does Garrett Dresen hold?
Garrett Dresen holds the CFP credential.
Is Garrett Dresen registered with the SEC?
Yes. Garrett Dresen is registered as an investment adviser representative in OR (CRD 7245290), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Harbor Horizon Financial manage?
Harbor Horizon Financial reports $2.2M across 16 accounts in assets under management.
How do I contact Garrett Dresen?
Through Garrett's website, harborhorizonfinancial.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
- Harbor Horizon Financial 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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