Garrett Edson
Clarus Group · New York, New York
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.
Request an introduction to Garrett →
Specialties
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 | $158.0M across 561 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 8264121 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.clarusfinancial.com |
How Garrett's firm compares
- Clarus Group's average account is about $282,000, from its Form ADV (assets managed divided by 561 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 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.
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
- Clarus Group 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.