Firm
Garritt Financial Solutions
Baltimore, Maryland
Fee-only
Facts
| Based in | Baltimore, Maryland |
|---|---|
| Website | garrittfinancialsolutions.com |
| Phone | (410) 929-5188 |
Garritt Financial Solutions fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $495 |
| Asset-based fee | 0.85% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Individuals: $200–$400/month" source
"$495 one-time" source
"The investment management cost is 0.85% of assets under management." source
"The investment management cost is 0.85% of assets under management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $16 million |
| Individual clients | 159 |
| Financial planning | Offered |
| Form ADV filed | September 8, 2026 |
| SEC record | CRD 307059 |