# Jeffrey Venables

> Jeffrey Venables is a fee-only financial advisor at Garritt Financial Solutions in Baltimore, Maryland. Jeffrey charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,400 a year and one-time plans from $495) and focuses on retirement planning, student loans and pension planning.

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

## Facts

- **Firm:** Garritt Financial Solutions
- **Based in:** Baltimore, Maryland
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,400 a year; one-time plans from $495; 0.85% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $15.7M across 477 accounts
- **Specialties:** Retirement planning, Student loans, Pension planning
- **Works with:** Retirees, Pre-retirees, Early-career professionals, Physicians
- **CRD:** 7954141 (https://adviserinfo.sec.gov/individual/summary/7954141)
- **SEC registration:** Investment adviser representative in MD, SC
- **Exams passed:** Series 65 (2024)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.garrittfinancialsolutions.com/

## Frequently asked questions

### Is Jeffrey Venables a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Garritt Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Jeffrey charge?

According to Garritt Financial Solutions's website, checked October 30, 2026: ongoing planning from $2,400 a year; one-time plans from $495; 0.85% a year on the first tier of assets managed.

### Does Jeffrey work with clients virtually?

Yes. Garritt Financial Solutions says on its website that it works with clients remotely.

### Where is Jeffrey Venables based?

Jeffrey Venables is based in Baltimore, Maryland.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, student loans and pension planning. Jeffrey works with retirees, pre-retirees, early-career professionals and physicians.

### Is Jeffrey Venables registered with the SEC?

Yes. Jeffrey Venables is registered as an investment adviser representative in MD and SC (CRD 7954141), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Garritt Financial Solutions manage?

Garritt Financial Solutions reports $15.7M across 477 accounts in assets under management.

### How do I contact Jeffrey Venables?

Through Jeffrey's website, www.garrittfinancialsolutions.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7954141): 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://garrittfinancialsolutions.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.