Sheryl Garrett, an early advocate of hourly-fee financial planning, is leaving her position as CEO and chief compliance officer at Garrett Investment Advisors, the RIA she co-founded. Garrett said she ...
Our guest this week on "The Long View" is Sheryl Garrett. Garrett is a legendary figure in financial-planning circles, having pioneered the concept of offering hourly financial-planning guidance.
The last time Sheryl Garrett attended a White House rollout of a proposal to raise investment advice standards for rollovers, she became one of the stars of the show. When President Barack Obama ...