CG
CFP
CG
CFP

Cody Garrett

6 Years of Experience
Pearland, TX

Cody Garrett is a CFP-designated registered investment advisor at Measure Twice Financial LLC, based in Pearland, TX, with 6 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Measure Twice Financial offers hourly financial planning at a rate of $250 to $750 per hour, depending on the complexity of your financial situation. You're billed at the end of each month for the work performed. The hourly rate is billed in 10-minute increments.

Measure Twice Financial offers a Comprehensive Financial Plan for a flat fee ranging from $2,500 to $10,000, depending on the complexity of your financial situation. Half of the fee is due at the beginning of the engagement, and the remainder is due upon delivery of the financial plan.

One-Time Plan:$2,500 - $10,000
Hourly Rate:$250 - $750/hr
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Location

Pearland, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cody owns Measure Twice Money, LLC, where he writes educational content on financial topics, taking about 10% of his time. Cody also owns Measure Twice Planners, LLC, where he creates educational content for other financial advisors, taking about 10-20% of his time.

Employment History
Current Registrations
Measure Twice Financial LLC
May 2021 - Present · 4 yrs 11 mos
Previous Registrations
Legacy Asset Management, INC.
September 2019 - July 2021 · 1 yr 10 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cody Garrett - Financial Advisor | TrueAdvisor