Brandon Garrett has been CEO of Garrett Wealth Advisory Group since January 2018, is a control person of the firm and directly owns between 25% and 50% of it. Brandon Garrett holds a Bachelor of Science in Personal Financial Planning from Texas Tech University.
Garrett Wealth Advisory Group, LLC is a Weatherford, TX firm with $970M under management, 798 clients and 19 advisers across 4 offices, as of its September 2026 filing.
Brandon W. Garrett is Chief Executive Officer of BentOak Capital, previously having served as Chief Investment Officer. In his role as CEO, his primary focus is the broader strategic direction of the firm. He works with family-owned businesses and farm and ranch clients.
Brandon Garrett’s longest registration is the current one, 11 years at Garrett Wealth Advisory Group since 2015. Before joining Garrett Wealth Advisory Group in 2015, Brandon Garrett was registered through LPL Financial LLC.
- Bentoak CapitalCurrent– present · 11 yearsWeatherford, TX · Adviser representative · Firm CRD 173563
- LPL Financial LLC– · 5 yearsWeatherford, TX · Adviser representative · Firm CRD 6413
Professional designations
Listed by Garrett Wealth Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Brandon Garrett is registered as an investment adviser representative in Texas, since January 2015.
- TexasSince 2 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 29 October 2014 |
| Series 66 | Uniform Combined State Law Examination | 24 January 2011 |
| Series 7 | General Securities Representative Examination | 3 January 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brandon Wayne Garrett
- CRD
- 5661756
- Firm
- Garrett Wealth Advisory Group · CRD 173563
- Role
- CEO
- Office
- 201 FT. WORTH HWY., Weatherford, TX 76086
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bentoakcapital.com
Where does Brandon Garrett work?
Brandon Garrett has been CEO of Garrett Wealth Advisory Group, LLC since January 2018, and is a control person of the firm.
Is Brandon Garrett a financial advisor?
Yes. Brandon Garrett has a current investment-adviser registration in Texas, through Garrett Wealth Advisory Group since January 2015.
How many years of experience does Brandon Garrett have?
Brandon Garrett has 15 years in the financial industry, since January 2011, across 2 adviser firms.
What exams has Brandon Garrett passed?
Brandon Garrett has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in January 2011. FINRA credited Brandon Garrett with the SIE, which began in October 2018.
Where is Brandon Garrett based?
Brandon Garrett’s registered office is in Weatherford, TX.
Is Brandon Garrett registered with FINRA?
No. Brandon Garrett has no current broker registration.
Is Brandon Garrett a CFP?
Garrett Wealth Advisory Group lists Brandon Garrett with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brandon Garrett’s record?
Search CRD 5661756 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Garrett’s full registration record.
