Garrett Smith
Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies.
Ascend Investment Partners · Ogden, Utah
Garrett Smith is a fee-only financial advisor at Ascend Investment Partners in Ogden, Utah, who holds the CFP credential. Garrett charges a percentage of assets and hourly fees and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- HENRY (High Earners, Not Rich Yet)
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Multi-generational families
- Real estate investors
- Retirees
About
Low Cost Direct Indexing and Securities Backed Lending and related services.
It's time for you to bring all the pieces together!
Your tax strategy should complement your investment strategy. All parts from savings, investing, taxes, business, family, legacy, charity, and your personal goals are all parts that are needed to potentially have a successful financial future.
We don't sell products that you don't need (because our client investments often look like our own) but work with you to build a roadmap to get where you want to be.
Focus is ongoing financial advice that compliments your investment management and tax strategies that come up through the year.
Areas of focus include: Charitably focused individuals and families, Business owners, and women who are in charge of their finances.
Services
- Stock Option Planning
- Executive Compensation
- Exit Planning
- Business Succession Planning
- Tax Strategy
- Life Transition Planning
- Education Planning
- Cash Flow Planning
- Financial Planning
- Estate Planning
- Family Wealth Transfer
- Philanthropic Planning
- Charitable Giving
- Social Security Planning
- Pension Planning
- 401(k) & IRA Management
- Retirement Planning
- Alternative Investments
- ESG/Impact Investing
- Risk Management
- Asset Allocation
- Portfolio Rebalancing
- Portfolio Management
- Wealth Management
Facts
| Firm | Ascend Investment Partners |
|---|---|
| Based in | Ogden, Utah |
| Fee model | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $500M - $1B |
| Firm founded | 2009 |
| Firm size | 6 - 20 employees |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in UT · CRD 6191028 |
| Exams passed | Series 66 (2013) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | ascendinvestment.com |
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 Smith a fee-only financial advisor?
Yes. Garrett Smith is listed in the public advisor directory (listed as 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 and hourly fees.
Does Garrett work with clients virtually?
Yes. Ascend Investment Partners says on its website that it works with clients remotely.
Where is Garrett Smith based?
Garrett Smith is based in Ogden, Utah.
What does Garrett specialize in?
Garrett's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, crypto & digital assets and pension planning. Garrett works with high earners, ultra high net worth, HENRY (High Earners, Not Rich Yet), executives and founders.
What credentials does Garrett Smith hold?
Garrett Smith holds the CFP credential.
Is Garrett Smith registered with the SEC?
Yes. Garrett Smith is registered as an investment adviser representative in UT (CRD 6191028), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Ascend Investment Partners manage?
Ascend Investment Partners reports $500M - $1B in assets under management.
How do I contact Garrett Smith?
Through Garrett's website, ascendinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Ascend Investment Partners 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 25, 2026.
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