Jeffrey Venables
Garritt Financial Solutions · Baltimore, Maryland
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
- Physicians
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 |
| Accepting new clients | Yes |
| Assets under management | $15.7M across 477 accounts |
| SEC registration | Investment adviser representative in MD, SC · CRD 7954141 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.garrittfinancialsolutions.com |
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Questions about Jeffrey
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.
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
- Garritt Financial Solutions 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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