Vetted Advisor's Table

Kevin Garrett, AWMA®, CFS
Integrated Financial Group

Tel: 770-353-6311
200 Ashford Center North
Suite 400
Atlanta, GA 30338
Integrated Financial Group | Financial Advisor in Atlanta ,GA

Private Wealth Management For Select Individuals

About Kevin Garrett

I provide comprehensive financial planning who experience life events such as: 1) Planning & Investing Before and After Retirement 2) A Performance Contract (Typically a Sports or Entertainment Contract) 3) Divorce Settlement 4) Inheritance or Insurance Payout 5) Sale of a Business or Stock Options 6) A Personal Injury Settlement

About Integrated Financial Group

As a national media recognized LPL Financial Advisor and Partner in one of the largest financial planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies around pursuing his clients' goals and dreams for themselves and their families before and during retirement. He specializes in assisting people who find themselves in a life event that is financially impacting their lives such as divorce, death of a spouse, pending retirement, inheritance, stock option grants and employment contracts. We work often with women who are dealing with challenges in their lives, as well as the unique needs of sports and entertainment professionals.

Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive Compensation, Risk Management.

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General Information

Firm Start Year:   2003
No. of Employees:   50-99
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   AL, CA, FL, GA, IN, MD, MI, NY, NC, SC, TN, WI, WVA
Number of Years with Current Firm:   13
Work Experience:   Recent Successes include:   Being included in the list of "Advisors That You Need To Know", in The Wall Street Journal.   Listed in Advisors To Know in Dec. 2017 Forbes Magazine   A multi-year winner as one of Atlanta's 5-Star Wealth Management Professionals (2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022).*
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Money Management, Education Funding and Planning


Investment Types:   Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Options & Futures
Can meet clients in the following ways:   Phone, Our Office, Your Home, Video Conference, Email, Your Office

Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   ■ Committee Chairman, North Fulton County March of Dimes (2008-2009) ■ Advisory Board Member, St. Jude's Golf for the Kids Invitational ■ Member, Barnwell Elementary School Board ■ Former Member, Technology Association of Georgia?s CEO High-Tech Council ■ Former Member, American-Israeli Chamber of Commerce, Telecommunications Committee

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   250,000
Compensation Methods:   Based on Assets
Additional Details on Charges:   Fees are based on the assets that we manage.

Board Positions

Organization :   St. Jude's Golf for the Kids, Atlanta, GA
Position :   Advisory Board Member
Duration :   2011-2013
Organization :   North Fulton County March of Dimes, Atlanta, GA
Position :   Committee Chairman
Duration :   2008-2009


Bachelors Degree in Business  - Marketing   University of Alabama  - Tuscaloosa, AL
Financial Planning Certification (CFP®)  - Executive Program for Financial Planning   University of Georgia  - Atlanta, GA
Certified Fund Specialist (CFS)  - Mutual Funds, ETFs and Bonds   Institute of Business & Finance  - San Diego, CA
Accredited Wealth Management Advisor  - Financial Planning   College of Financial Planning  - Denver, CO

Financial Services

Financial Advice & Consulting

Less than 2% of US advisors offer their clients what we provide...I am an independent, licensed, fee-based advisor who acts as a fiduciary for my clients. We provide comprehensive advice and believe using a diversified investment strategy with low cost, tax- efficient investments.


Do you have a customer satisfaction or refund policy?

We have a very high rate of client retention and haven't felt the need to implement such a policy at this time.

Why should I choose you as my financial advisor?

I believe in first developing a financial plan for each client, taking into account their near and long-term goals and based on "stress-testing" the investment and spending assumptions in a variety of investment environments, I will determine the best investment strategy for the client.

What are your qualifications? What is your education background?

I received my BA degree from the University of Alabama where I majored in marketing. He completed The Executive Program for Financial Planning Certification (CFP) at the University of Georgia. Additionally, I've earned the AWMA and CFS designations. I hold the Series 7, 31, 63, and 65 federal and state licenses. I am currently working towards my Masters in Financial Planning.

How do you charge for your services?

Typically, I charge a percentage of Assets Under Management (AUM). The percentage is based on the amount.

How are you compensated? How will I pay for your services?

I am happy to discuss this individually with any prospect.



WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.



Additional Detailed Disclosures



Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC


Registered Investment Advisor:


Registered Representative:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

Communities Served

While our office is located in Atlanta, we serve clients throughout the United States.

Awards & Recognitions

Five Star Advisor in Forbes Magazine

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

One of the Advisors You Should Get To Know

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

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