Cody L. Garrett
MEASURE TWICE FINANCIAL
Pearland, TX
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CRD#: 7160344
Professional summary
Cody Lane Garrett, CFP® is a registered financial advisor currently at MEASURE TWICE FINANCIAL LLC located in Pearland, Texas.
Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Cody has worked at 2 firms and has passed the Series 65 exam.
Core Areas of Focus
Fixed Fee (Subscription
Retainer
etc.)
Investment Advice without Ongoing Management
Millennials
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning
Biography
I am an alumnus of The University of Houston and completed the CFP certification program at Rice University. I fulfilled the CFP Board’s rigorous education, exam, experience, and ethics requirements. With tax efficiency as a core planning consideration, I also passed the IRS Special Enrollment Exam (SEE Part 1 – Individuals).
I am a continuous learner who believes there is always room for personal and professional development. I am an active member of the Financial Planning Association, FPA Next Generation Planner Editorial Advisory Board, and financial independence (FI) communities.
Passionate about helping others receive conflict-free financial education, I write comprehensive yet concise articles about various planning topics at MeasureTwiceMoney.com.
As a financial planner, I have collaborated with hundreds of individuals and families to develop detailed strategies and provide clarity when making major financial decisions. With multi-generational planning opportunities, I have been fortunate to work with families of various ages, levels of wealth, educational backgrounds, and personal lifestyles. From the first dollar saved to the last dollar spent, I have helped families in all stages of life create a path to and through financial independence.
Previous years of experience as a fee-only financial planner have provided opportunities to review thousands of financial documents, create tax-efficient wealth accumulation and income distribution strategies, develop and rebalance investment portfolios, and encourage healthy family communication around financial decisions. Every financial plan is different, and I enjoy going beyond the ‘rules of thumb’ to help families refine their financial paths.
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Debt Management
Employee and Employer Plan Ben...
Estate Planning
Retirement 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 Cody Lane Garrett'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: 2020
Experience
Current
May 11, 2021 - Present
MEASURE TWICE FINANCIAL LLC
RIA
CRD#: 313656
Pearland, TX
Past
September 23, 2019 - July 6, 2021
LEGACY ASSET MANAGEMENT, INC.
RIA
CRD#: 111423
HOUSTON, TX
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
Texas(5/11/2021)
Current Firm
MEASURE TWICE FINANCIAL LLC
MEASURE TWICE FINANCIAL LLC
CRD#: 313656 / SEC#:
Texas
Registered Investment Advisory firm - (5/11/2021 Approved)PREMIUM
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Contact information
Main Address
Pearland, TX
Mailing Address
Po Box 3282, Pearland, TX 77588
Phone number
(832) 529-3004
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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