Garth Scrivner, CFP®
Albuquerque, New Mexico, 87110
Member Since 2007
I am a financial planner providing fee-only comprehensive financial planning and investment advice for families and individuals throughout New Mexico. My core value is to provide each client with appropriate advice from an independent and objective viewpoint.
New clients come to me when they have a pressing need to understand their choices about major lifetime financial objectives. They may need to understand their plan for retirement, achieve financial independence or exercise stock options. Many need to develop a strategy for diversifying their assets.
My goal is to help my clients make informed financial decisions. I seek to ensure that they understand how the choices they make today influence the options they have tomorrow.
My Location
Background Information
Years of Financial Experience
- 10
Education
- New Mexico State University (Accounting)
- College for Financial Planning (CFP)
Certifications and Designations
- CFP®
- CPAPFS
Association Memberships
- Financial Planning Association
- American Institute of CPAs
- New Mexico Estate Planning Council
- Institute of Internal Auditors
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Newsletter (Quarterly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 4372773
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: StanCorp Investment Advisers
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- New Mexico
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, Divorce planning (traditional & collaborative) and Litigation Support
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Exchange Traded Fund Manangement (ETF\'s)
Client Investment Services
- Securities, Active Management, REITS, Index Funds, Exchange Traded Funds
Investment Products
- None
Visit Website - http://www.stancorpalbuquerque.com/
