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Brandon Wayne Garrett

Brandon Wayne Garrett

AIF®, CFP®, CIMA®
BENTOAK CAPITAL
WEATHERFORD, TX
·CRD# 5661756·15 years experience

Professional Summary

Brandon Wayne Garrett, AIF®, CFP®, CIMA®, who also goes by Brandon Garrett, is a registered financial advisor currently at BENTOAK CAPITAL located in Weatherford, Texas. Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brandon has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

$500K–$1M

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Comprehensive Financial Planning
  • Estate Planning
  • Investment Planning
  • Retirement Planning
  • Tax Planning

Other Aliases

Brandon Garrett

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

AIF®
Accredited Investment Fiduciary
CFP®
Certified Financial PlannerSince 2013
CIMA®
Certified Investment Management Analyst

Years of Experience

15 years in the financial services industry

Current & Past Employments

BENTOAK CAPITAL·CRD# 173563
RIA
201 Ft. Worth Hwy., Weatherford, TX 76086
January 2, 2015 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
Weatherford, TX
January 25, 2011 - January 25, 2016
LPL FINANCIAL LLC·CRD# 6413
BD
Weatherford, TX
January 4, 2011 - December 20, 2024

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Current Firm

BC
BENTOAK CAPITAL

BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC

CRD#: 173563 / SEC#: 801-80598
RIA
Registered Investment Advisory firm - SEC (11/25/2014 Approved)

Contact Information

Main Address

201 Ft. Worth Hwy., Weatherford, TX 76086

Phone Number

(817) 550-6750

# of Employees

20

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GARRETT WEALTH ADVISORY GROUP - WRAP FEE BROCHURE (9/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,039

AUM (Assets Under Management)

$969,768,698

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) 04/18/2019 - DW & SS Garrett FLP - DBA: Double G Wagyu - Not investment related - Business Owner - start date: 12/27/2018 - 20 hrs/mo - 4 hrs during trading. 2.) 02/11/2021 - Board Member; Doss Heritage &; Culture Center; Investment Related: No; Location: 1400 Texas Drive Weatherford, TX 76086; Description of the business: Local history museum; Responsibilities Duties: Non-profit board member; Start date with business: 2021-01-27; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 2 3.) 04/15/2024 Non-Profit Finance Committee Member ; Northside Baptist Church of Weatherford ;Investment Related: No; Location: N/A ; Description of the business: Local Non-Profit; Responsibilities Duties: No check writing ability or access to funds; Start date with business: 2024-04-15; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 2 4) 09-10-2024 - Weatherford Chamber of Commerce Foundation; Director; Non Investment Related; Location: 401 Ft Worth Hwy Weatherford TX 76086; Description: Separate entity from the WCOC for fundraising and providing benefit to the community outside of normal chamber activities. ; Responsibilities Duties: Non-profit board member; Start date: 2024-05-14; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0. 5) 01-01-2024 - Garrett Double G Land & Cattle, LLC; Co-Owner; Not Investment Related; 400 Rebecca Lane Weatherford TX 76085; Description of the business: Farm & ranch entity - cattle, beef production, and operations; 0 Hour per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BENTOAK CAPITAL

BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC

CRD#: 173563 / SEC#: 801-80598
RIA
Registered Investment Advisory firm - SEC (11/25/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(1/2/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2011About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2011About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Oct 2014About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Brandon Wayne Garrett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Brandon

  • Comprehensive Financial Planning
  • Estate Planning
  • Investment Planning
  • Retirement Planning
  • Tax Planning

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Brandon Wayne Garrett
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