Advisor at Michael Garber Financial Planning
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Firm
Michael Garber Financial Planning
Location
Gilroy, CA
Credentials
CFP®, Series 65
Industry experience
8 years
Michael Garber is a CFP® with eight years of industry experience and the principal of Michael Garber Financial Planning, an independent advisory firm. He has worked at Keysight Technologies, Inc. since 2014 in an internal organizational consultant role focused on sales skills development. Michael Garber Financial Planning serves individuals and families through a fee-only, independent model offering comprehensive financial planning, investment consulting, tax preparation, estate-plan review, risk management, and small-business planning. The firm emphasizes a long-term, cost-minimizing investment approach using passive vehicles and operates on a retainer- and project-based fee structure without discretionary trading authority or acceptance of commissions.
Based on Michael Garber Financial Planning
Project Retainer services are typically flat fees quoted per project; up to $500 due at start, remainder on completion.
Project Retainer fees are based on an hourly rate of $350 per hour for specific project requests.
Fee-only: Open Retainer fees range from $7,500 to $25,000 initially, and $4,000 to $25,000 for renewal years; Project Retainer fees are flat fees based on $350/hour quoted per project.
Gilroy, CA
California · Texas
Keysight Technologies, Inc.
2014 - Present (12 years)
Michael Garber Financial Planning
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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