Lisa Garris
Marietta Wealth Management · Marietta, Georgia
Lisa Garris is a fee-only financial advisor at Marietta Wealth Management in Marietta, Georgia, who holds the CFP credential. Marietta Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Marietta Wealth Management |
|---|---|
| Based in | Marietta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.39B across 1,545 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 7367042 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.mariettawealth.com |
How Lisa's firm compares
- Marietta Wealth Management's average account is about $903,000, from its Form ADV (assets managed divided by 1,545 accounts).
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Questions about Lisa
Is Lisa Garris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Marietta Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Marietta Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Garris based?
Lisa Garris is based in Marietta, Georgia.
What credentials does Lisa Garris hold?
Lisa Garris holds the CFP credential.
Is Lisa Garris registered with the SEC?
Yes. Lisa Garris is registered as an investment adviser representative in GA (CRD 7367042), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marietta Wealth Management manage?
Marietta Wealth Management reports $1.39B across 1,545 accounts in assets under management.
How do I contact Lisa Garris?
Through Lisa's website, www.mariettawealth.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
- 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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