# Garrett Edson

> Garrett Edson is a fee-only financial advisor at Clarus Group in New York, New York. Garrett focuses on retirement planning, estate & legacy planning and tax planning. Clarus Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/garrett-edson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Clarus Group
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $158.0M across 561 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 8264121 (https://adviserinfo.sec.gov/individual/summary/8264121)
- **SEC registration:** Investment adviser representative in CA, NY
- **Exams passed:** Series 65 (2026)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.clarusfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Garrett holds no broker registration, and Clarus Group 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, Clarus Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Garrett Edson based?

Garrett Edson is based in New York, New York.

### What does Garrett specialize in?

Garrett's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### Is Garrett Edson registered with the SEC?

Yes. Garrett Edson is registered as an investment adviser representative in CA and NY (CRD 8264121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clarus Group manage?

Clarus Group reports $158.0M across 561 accounts in assets under management.

### How do I contact Garrett Edson?

Through Garrett's website, www.clarusfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8264121): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.clarusfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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