Garrett W. Bybee
BYBEE WEALTH MANAGEMENT
West Haven, UT
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CRD#: 6781698
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.
Core Areas of Focus
College/Education Planning
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing Management
Medical Professionals
Millennials
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 everyone deserves access to a trusted and qualified financial planner. He loves to partner with his clients to help them on their path to taking control of their financial future. He analyzes his clients’ entire financial picture to make sure every piece of their financial picture comes together in the best way for his clients.
In his free time, Garrett enjoys spending time with his beautiful wife, Michelle, and his handsome son, Lincoln. He loves to get outdoors whenever it is possible and take advantage of Utah’s diverse landscape.
In addition to NAPFA, I am also a member of the Fee-Only Network and Utah Financial Advisor Network. Like NAPFA, these organizations are striving to promote fee-only financial advice and the fiduciary standard - the highest standard of care in the financial industry.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Employee and Employer Plan Ben...
Retirement Planning
Estate Planning
Insurance Planning
Investment Planning
Small Business Planning
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Garrett W Bybee's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
August 24, 2018 - Present
BYBEE WEALTH MANAGEMENT LLC
RIA
CRD#: 297272
West Haven, UT
Past
May 1, 2017 - May 24, 2018
NET WORTH ADVISORY GROUP, LLC
RIA
CRD#: 126983
SANDY, UT
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.Highlighted states indicate IAR registrations
IAR
Utah(8/24/2018)
Current Firm
BYBEE WEALTH MANAGEMENT LLC
BYBEE WEALTH MANAGEMENT | BYBEE WEALTH MANAGEMENT LLC
CRD#: 297272 / SEC#:
Utah
Registered Investment Advisory firm - (8/23/2018 Approved)PREMIUM
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Contact information
Main Address
West Haven, UT
Mailing Address
Phone number
(801) 649-4903
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 40 |
| AUM (Assets Under Management) | $ 10,830,987 |
Red Flags
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