Lisa
Garris
Marietta Wealth Management, LLC
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About this Advisor
Lisa Garris is a certified financial planner who works in Marietta, Georgia who has 2 years of industry experience. Garris is currently employed by Marietta Wealth Management, LLC. Their career trajectory has included roles at Marietta Wealth Management, LLC, Redwood Wealth Managment LLC, Redwood Wealth Management, LLC and Temple Beth Tikvah, Early Childhood Education Center. Garris can advise clients in Georgia. Marietta Wealth Management, LLC is a registered investment business based in Marietta, GA. It administers $916 million in assets between its 1,200 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises seven charitable organizations. Of its 1,200 customer accounts, 50% are associated with high-net-worth clients who have at least $1 million in investable assets. Marietta Wealth Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees are based on the type of services offered. Fee types charged by Marietta Wealth Management, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marietta Wealth Management, LLC Brokerage Details
$916,264,157
11
1,200
$763,553
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lisa Garris Work History
Lisa has been registered as a financial advisor for 2 years.*
Marietta Wealth Management, LLC
Marietta Wealth Management, LLC
Redwood Wealth Managment LLC
Redwood Wealth Management, LLC
Temple Beth Tikvah, Early Childhood Education Center
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lisa Garris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Marietta Wealth Management, LLC
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
