Garrett Porter
Soaring Investment Management · Henderson, Nevada
Garrett Porter is a fee-only financial advisor at Soaring Investment Management in Henderson, Nevada. Soaring Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Soaring Investment Management |
|---|---|
| Based in | Henderson, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $112.5M across 464 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7712907 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.soaringinvestmentmanagement.com |
How Garrett's firm compares
- Soaring Investment Management's average account is about $242,000, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Garrett
Is Garrett Porter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Garrett holds no broker registration, and Soaring Investment Management 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, Soaring Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Garrett Porter based?
Garrett Porter is based in Henderson, Nevada.
Is Garrett Porter registered with the SEC?
Yes. Garrett Porter is registered as an investment adviser representative in OR (CRD 7712907), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Soaring Investment Management manage?
Soaring Investment Management reports $112.5M across 464 accounts in assets under management.
How do I contact Garrett Porter?
Through Garrett's website, www.soaringinvestmentmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Henderson
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
- 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.
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