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The fee is billed in advance and is negotiable.","source":"GARRETT WEALTH ADVISORY GROUP - WRAP FEE BROCHURE, filed 2 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Garrett Wealth Advisory Group use?","answer":"Garrett Wealth Advisory Group’s separately managed account assets are held at LPL Financial LLC (Fort Mills, SC), with $54.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Garrett Wealth Advisory Group have?","answer":"Garrett Wealth Advisory Group has 19 investment adviser representatives registered with state securities authorities, out of 20 employees, and 19 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Garrett Wealth Advisory Group invest in?","answer":"At the end of its last fiscal year, Garrett Wealth Advisory Group’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 14% other, 3% cash and equivalents and 1% state and local bonds. 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