Garrick Russell
HFG Trust · Kennewick, Washington
Garrick Russell is a fee-only financial advisor at HFG Trust in Kennewick, Washington. Garrick focuses on tax planning, estate & legacy planning and small business owners. HFG Trust reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
- Multi-generational families
- Pre-retirees
- Ultra high net worth
Facts
| Firm | HFG Trust |
|---|---|
| Based in | Kennewick, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $113.4M across 362 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4542803 |
| Exams passed | Series 66 (2000) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | hfgtrust.com |
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Questions about Garrick
Is Garrick Russell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Garrick holds no broker registration, and HFG Trust reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Garrick charge for financial advice?
Garrick's firm, HFG Trust, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Garrick Russell based?
Garrick Russell is based in Kennewick, Washington.
What does Garrick specialize in?
Garrick's specialties include tax planning, estate & legacy planning, small business owners and family wealth transfer. Garrick works with early-career professionals, multi-generational families, pre-retirees and ultra high net worth.
Is Garrick Russell registered with the SEC?
Yes. Garrick Russell is registered as an investment adviser representative in WA (CRD 4542803), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HFG Trust manage?
HFG Trust reports $113.4M across 362 accounts in assets under management.
How do I contact Garrick Russell?
Through Garrick's website, hfgtrust.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
- HFG Trust 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.
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