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They include 134 individual clients, 133 high-net-worth individuals and 19 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Garrison Point Advisors offer?","answer":"Garrison Point Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Garrison Point Advisors charge?","answer":"Garrison Point Advisors charges 0.25%–1.50% a year for its Investment management fee. The fee is billed in advance and is negotiable.","source":"TREEHOUSE WEALTH ADVISORS DISCLOSURE BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Garrison Point Advisors use?","answer":"Garrison Point Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $593M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Garrison Point Advisors have?","answer":"Garrison Point Advisors has 5 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 Garrison Point Advisors invest in?","answer":"At the end of its last fiscal year, Garrison Point Advisors’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 8% cash and equivalents, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Includes U.S. State and Local Bonds, Non Exchange-Traded Equity, Investment Grade Corporate Bonds, and Other.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Garrison Point Advisors?","answer":"Garrison Point Advisors’ direct owners are the Julie and James Meissner Living Trust (75% or more), the Julie and James Meissner (75% or more), and Stacey Liu (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Garrison Point Advisors get paid?","answer":"Garrison Point Advisors is paid through a percentage of assets under management and fixed fees. 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