Robert Garner
Garner Asset Management · Plano, Texas
Robert Garner is a fee-only financial advisor at Garner Asset Management in Plano, Texas. Garner Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Garner Asset Management |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $414.0M across 434 accounts |
| SEC registration | Investment adviser representative in KS, TX · CRD 4467833 |
| Exams passed | Series 66 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Robert's firm compares
- Garner Asset Management's average account is about $954,000, from its Form ADV (assets managed divided by 434 accounts).
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Questions about Robert
Is Robert Garner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Garner Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Garner Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Garner based?
Robert Garner is based in Plano, Texas.
Is Robert Garner registered with the SEC?
Yes. Robert Garner is registered as an investment adviser representative in KS and TX (CRD 4467833), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Garner Asset Management manage?
Garner Asset Management reports $414.0M across 434 accounts in assets under management.
How do I contact Robert Garner?
Contact details aren't on file yet. Search for Garner Asset Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
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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