Garrett W Bybee
CFP®Professional Summary
Garrett W Bybee, CFP® is a registered financial advisor currently at BYBEE WEALTH MANAGEMENT LLC located in West Haven, Utah. Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Garrett has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Education Funding
- Business Services
- Retirement Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Investment Management
- Tax Planning
Specializations
Biography
Garrett is the founder of Bybee Wealth Management. He has been in the financial services industry since 2015 and believes in holistic financial planning. He graduated from Utah Valley University with a Bachelors in Personal Finance and minor in Business Management. Utah Valley is one of the top schools in the nation for Personal Finance. Garrett was educated and mentored by some of the most respected minds in the personal finance industry. Garrett believes that...
Other Aliases
There are no additional aliases reported.
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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
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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
Years of Experience
9 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
BYBEE WEALTH MANAGEMENT | BYBEE WEALTH MANAGEMENT LLC
Contact Information
Main Address
West Haven, UTPhone Number
(801) 649-4903# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
43AUM (Assets Under Management)
$13,367,764Similar Advisors
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/24/2018)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Garrett W Bybee's CRS (Customer Relationship Summary).
Services Offered by Garrett
- Financial Planning
- Education Funding
- Business Services
- Retirement Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Investment Management
- Tax Planning
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