About the Alliance

The GPN Alliance serves as a visionary leader of accessible advice through its own activities and through the operation of its subsidiary, the Garrett Planning Network (GPN).  The Alliance’s members include GPN members as well as other industry leaders passionate about delivering accessible, Fee-Only financial planning services.

Fee-Only

Fee-Only compensation is the most transparent and objective method available. It minimizes conflicts and ensures your financial planner acts as a fiduciary.

Advice-Only

Advice-Only compensation means the financial planner is paid only for advice. Their fees may be hourly or flat fee. Advice-only financial planning is comprehensive & holistic.

Accessible

Advice through hourly or project-based fees democratizes financial advice and ensures that clients from diverse economic backgrounds can benefit.

Foundation

The GPN Alliance, a not-for-profit, member-owned corporation, was founded in 2022 with the goal of making competent, objective advice accessible to all people.

Vision + Leadership

The Alliance seeks to challenge the financial advice industry by witnessing the great need for diverse communities to access objective, high-quality advice.

Governance

One way in which the Alliance will achieve its mission is to provide ongoing supervision and governance of the Garrett Planning Network.

Mission

Benefits of Joining the GPN Alliance

GPN Alliance Members Support: (1) The goal of making competent objective financial advice accessible to the public, (2) the fiduciary standard for financial advisers, (3) the fee-only compensation structure for financial advisers, and (4) the goal of providing holistic financial planning to clients.

Members enjoy the following benefits.

You Have a Voice

We value the collective wisdom of our members, and as a member you will be part of the conversations that will set the strategic vision for the Garrett Planning Network.

You Have a Vote

As a member owned corporation, members can vote on resolutions that affect the operations of both the Alliance and the Garrett Planning Network.

You Can Be A Leader

Members also have the opportunity to join the board of directors and serve as leaders of the Alliance.

Board of Directors

Chuck Clifton, President
Jean Keener, Vice President
Abby Kovach
Lisa Weil, Secretary
Scott Cole
Christina Empedocles
Steven Fox
Kathy Hankard
Tracy St. John