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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- VectorMomentum fusion
- Established Date
- 06-13-2012
- Office Locations
- 1
Office Locations
About Garner Financial Management
Garner Financial Management is a fee-only, independent RIA providing comprehensive financial planning and discretionary investment management for clients nationwide, including retirees and business owners. Portfolios are built primarily with publicly traded funds and ETFs, with planning support around retirement, tax, estate, and education goals. Led by Blair Garner, CFA, CFP, the firm emphasizes an education-first, multigenerational relationship model and works with major custodians like Schwab and Fidelity.
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Owner & Executives
BLAIR JASON GARNER
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6093058
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,212,287 | $527,446 |
| Non-Discretionary | $4,426,415 | $245,912 |
| Total | $152,638,702 | $510,497 |
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Separately Managed Accounts
Total SMA Asset: $152,638,702
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $485,716,148 | 10.5% |
| Equity - Exchange | $1,526,536,464 | 33.0% |
| Cash | $1,063,949,657 | 23.0% |
| Municipal Bonds | $1,549,665,805 | 33.5% |
| Total | $4,625,868,074 | 100.0% |