General Info

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. Fredrickson Financial Planning may offer investment advisory services in the State of New York and in other jurisdictions where exempted---------Fredrickson Financial Planning is a fee-only advisory practice based in Brooklyn, NY. We serve Brooklyn, Manhattan, Queens, Staten Island and the Greater New York Metro area with fee-only financial planning. We are a member of the Garrett Planning Network.---------As fee-only financial advisors, we receive our compensation from the clients and receive no payments from mutual fund companies or other vendors.--------- While some clients prefer to have us manage their assets, others find it more cost-effective to pay strictly for hourly advice that they can implement themselves. By unbundling the cost of in-depth financial planning and asset management, we allow clients to pay only for the help they are actually receiving.----------We keep a firm hand on costs for clients because we believe the two biggest deteriminants of investment performance are cost and asset allocation.----------We take a holistic view of finance. We will offer financial planning without investment management. But we will not invest money for you without understanding your personal financial situation. This is because we are a fiduciary. We are required to act in a client's best interest. To do so, we have to understand the client.----------- As an Investment Advisor Representative with Garrett Investment Advisors, LLC, and a member of the Garrett Planning Network, we have access to a national team of professionals with deep understanding of financial planning and investments.-----------As an investment management client, you will have full access to your account and receive statements directly from the custodian.