# Michael Garry

> Michael Garry is a fee-only financial advisor at Yardley Wealth Management, LLC in Yardley, Pennsylvania, who holds the AIF, CFP and JD credentials. Michael focuses on small business owners and family wealth transfer. Yardley Wealth Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-garry/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Yardley Wealth Management, LLC
- **Based in:** Yardley, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $231.6M across 571 accounts
- **Credentials:** AIF, CFP, JD, MBA
- **Specialties:** Small business owners, Family wealth transfer
- **Works with:** Founders
- **CRD:** 2026666 (https://adviserinfo.sec.gov/individual/summary/2026666)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (1999)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://yardleywealth.net

## Frequently asked questions

### Is Michael Garry a fee-only financial advisor?

Yes. Michael Garry is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.

### How does Michael charge for financial advice?

Michael's firm, Yardley Wealth Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michael Garry based?

Michael Garry is based in Yardley, Pennsylvania.

### What does Michael specialize in?

Michael's specialties include small business owners and family wealth transfer. Michael works with founders.

### What credentials does Michael Garry hold?

Michael Garry holds the AIF, CFP, JD and MBA credentials.

### Is Michael Garry registered with the SEC?

Yes. Michael Garry is registered as an investment adviser representative in PA (CRD 2026666), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Yardley Wealth Management, LLC manage?

Yardley Wealth Management, LLC reports $231.6M across 571 accounts in assets under management.

### How do I contact Michael Garry?

Through Michael's website, yardleywealth.net.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4682): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://yardleywealth.net/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.