Garritt Financial Solutions LLC

Overview

Garritt Financial Solutions LLC operates as a small, owner-run independent registered investment adviser focused on individual and family clients. The firm packages financial planning and ongoing portfolio management for individuals and small businesses, and it also advises on the selection of other advisers and provides pension consulting services as part of its advisory offering. Fee arrangements are flexible: percentage-of-AUM billing sits alongside hourly and fixed-fee engagements, which suits a mix of ongoing asset-managed relationships and project-based planning work. As a capital allocator, the firm mixes liquid public market exposures with allocations to third-party alternative managers, notably in real estate. Garritt Financial Solutions is not positioned as an active ESG investor and serves a local client base rather than operating as a multi-state adviser. The business model reads as a boutique private-wealth practice that emphasizes direct equity exposure, supplemental mutual fund holdings, and access to outside alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices