# Garrett Planning Network Scraper - Financial Advisors USA (`giovannibiancia/actor-garret-planning`) Actor Extract fee-only hourly-based financial advisors from the official Garrett Planning Network directory. Get full profiles including bio, specialties, fee structure, credentials (CFP®, CDFA®, CPA/PFS), LinkedIn, website, and verification status. The most detailed hourly advisor dataset available. - **URL**: https://apify.com/giovannibiancia/actor-garret-planning.md - **Developed by:** [Giovanni Bianciardi](https://apify.com/giovannibiancia) (community) - **Categories:** Automation, Lead generation - **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks - **User rating**: No ratings yet ## Pricing from $30.00 / 1,000 single results This Actor is paid per event and usage. You are charged both the fixed price for specific events and for Apify platform usage. Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-event ## What's an Apify Actor? Actors are a software tools running on the Apify platform, for all kinds of web data extraction and automation use cases. In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours, and optionally produces a well-defined JSON output, datasets with results, or files in key-value store. In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server. Actors are written with capital "A". ## How to integrate an Actor? If asked about integration, you help developers integrate Actors into their projects. You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready. The best way to integrate Actors is as follows. In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js.md): ```bash npm install apify-client ``` In Python projects, use official [Python client library](https://docs.apify.com/api/client/python.md): ```bash pip install apify-client ``` In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md): ````bash # MacOS / Linux curl -fsSL https://apify.com/install-cli.sh | bash # Windows irm https://apify.com/install-cli.ps1 | iex ```bash In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/platform/integrations/mcp.md). If your project is in a different language, use the [REST API](https://docs.apify.com/api/v2.md). For usage examples, see the [API](#api) section below. For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt). # README ## Garrett Planning Network Scraper Scrape financial planner and financial advisor profiles from the [Garrett Planning Network](https://directory.garrettplanningnetwork.com/) directory. Extract contact details, company info, specialties, certifications, and more from fee-only financial planners across the United States. ### What data can you extract? This scraper collects structured data from each financial planner profile on the Garrett Planning Network directory: | Field | Description | | --------------------------- | ---------------------------------------------------------------------------------- | | **Name & Credentials** | Full name, first/last name, professional credentials (CFP, CFA, CDFA, ChFC, etc.) | | **Company** | Company name, logo, website | | **Contact** | Phone number, profile URL | | **Location** | City, state, postal code, country | | **Social Profiles** | LinkedIn, Facebook, Instagram, Twitter, YouTube | | **About** | Full biography and professional description | | **Specialties** | List of services offered (retirement planning, investment planning, divorce, etc.) | | **Professional Background** | Fee structure, registrations, associations, Form ADV | | **Verification** | Whether the planner is a verified member | ### How to use #### Search by keyword Use the **Search Query** field to filter financial planners by keyword — search for names, specialties, or any term (e.g. "retirement", "CFP", "divorce planning"). #### Search by location The Garrett Planning Network website uses Google Places Autocomplete for location searches. To filter by location: 1. Go to [directory.garrettplanningnetwork.com](https://directory.garrettplanningnetwork.com/) 2. Use the location search box on the website and select a location from the autocomplete 3. Copy the full URL from your browser's address bar 4. Paste it into the **Search URL (Location Filter)** field Example URL for Hyattsville, MD: ```` https://directory.garrettplanningnetwork.com/search\_results?q=\&location\_value=2031%20University%20Boulevard%20East%2C%20Hyattsville%2C%20MD\&city=Hyattsville\&county\_sn=Prince%20George%27s%20County\&adm\_lvl\_1\_sn=MD\&country\_sn=US\&location\_type=street\_address\&fsearch=radius\&lat=38.9820143\&lng=-76.9783279\&faddress=2031%20University%20Blvd%20E%2C%20Hyattsville%2C%20MD%2020783%2C%20USA\&place\_id=ChIJUZNWT2jGt4kRVYoZQ-NP8eI ```` #### Scrape all Leave both fields empty to scrape the entire directory. ### Input parameters | Parameter | Type | Description | Default | | -------------- | ------- | -------------------------------------------------------------------------------------- | --------- | | `search_query` | string | Keyword to filter results (e.g. "retirement planning") | _(empty)_ | | `start_url` | string | Full search URL from the website — use this for location-based searches (see above) | _(empty)_ | | `max_results` | integer | Maximum number of results to extract (0 = unlimited) | `100` | | `include_detail` | boolean | Visit each profile page for full data extraction | `true` | | `delay_seconds` | number | Delay between requests in seconds | `0.5` | ### Output example ```json { "url": "https://directory.garrettplanningnetwork.com/new-york/rochester/member/kitty-bressington-cfp-cdfa", "name": "Kitty Bressington, CFP® CDFA®", "first_name": "Kitty", "last_name": "Bressington", "credentials": ["CFP", "CDFA"], "position": "Founder", "company": { "name": "Linden Financial Consultants, LLC", "logo": "https://directory.garrettplanningnetwork.com/logos/profile/linden-financial-consultants-llc-logo-pittsford-ny-206.jpg", "website": "http://www.lindenfinancialconsultants.com" }, "social_profiles": { "linkedin": "https://www.linkedin.com/pub/kitty-bressington/72/2b1/878" }, "location": { "city": "Rochester", "state": "NY", "postal_code": "14618", "country": "United States of America" }, "profile_image": "https://directory.garrettplanningnetwork.com/pictures/profile/kitty-bressington-cfp-pittsford-ny-965.jpg", "verified": true, "about": "Kitty Bressington is the founder and president of Linden Financial Consultants, LLC...", "professional_background": { "fee_structure": ["All of our work is on an hourly basis..."] }, "specialties": [ { "name": "Retirement Planning", "url": "/member/retirement-planning" }, { "name": "Investment Planning", "url": "/member/investment-planning" }, { "name": "Divorce", "url": "/member/divorce" } ], "services_count": 13 } ```` ### Use cases - **Lead generation** — Build targeted lists of fee-only financial advisors by location and specialty. - **Market research** — Analyze the distribution of financial planners, their services, and fee structures across the US. - **Competitor analysis** — Compare financial planning firms by credentials, specialties, and geographic coverage. - **Directory enrichment** — Enrich your CRM or database with verified financial planner contact data and professional backgrounds. - **Content research** — Study advisor bios and specialties to understand market trends in financial planning. # Actor input Schema ## `search_query` (type: `string`): Keyword to filter results (e.g. 'retirement planning', 'CFP'). Leave empty to get all results. ## `start_url` (type: `string`): Full search URL from the Garrett Planning Network website. Use this for location-based searches: go to the website, use the location autocomplete, copy the resulting URL and paste it here. Overrides Search Query if provided. ## `max_results` (type: `integer`): Numero massimo di risultati da estrarre (0 = illimitato) ## `include_detail` (type: `boolean`): Se true, visita ogni profilo per estrarre dati completi (specialties, about, ecc.) ## `delay_seconds` (type: `number`): Pausa tra le richieste HTTP per evitare rate limiting ## Actor input object example ```json { "max_results": 100, "include_detail": true, "delay_seconds": 0.5 } ``` # Actor output Schema ## `overview` (type: `string`): No description # API You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup. ## JavaScript example ```javascript import { ApifyClient } from 'apify-client'; // Initialize the ApifyClient with your Apify API token // Replace the '' with your token const client = new ApifyClient({ token: '', }); // Prepare Actor input const input = {}; // Run the Actor and wait for it to finish const run = await client.actor("giovannibiancia/actor-garret-planning").call(input); // Fetch and print Actor results from the run's dataset (if any) console.log('Results from dataset'); console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`); const { items } = await client.dataset(run.defaultDatasetId).listItems(); items.forEach((item) => { console.dir(item); }); // 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs ``` ## Python example ```python from apify_client import ApifyClient # Initialize the ApifyClient with your Apify API token # Replace '' with your token. client = ApifyClient("") # Prepare the Actor input run_input = {} # Run the Actor and wait for it to finish run = client.actor("giovannibiancia/actor-garret-planning").call(run_input=run_input) # Fetch and print Actor results from the run's dataset (if there are any) print("💾 Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"]) for item in client.dataset(run["defaultDatasetId"]).iterate_items(): print(item) # 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start ``` ## CLI example ```bash echo '{}' | apify call giovannibiancia/actor-garret-planning --silent --output-dataset ``` ## MCP server setup ```json { "mcpServers": { "apify": { "command": "npx", "args": [ "mcp-remote", "https://mcp.apify.com/?tools=giovannibiancia/actor-garret-planning", "--header", "Authorization: Bearer " ] } } } ``` ## OpenAPI specification ```json { "openapi": "3.0.1", "info": { "title": "Garrett Planning Network Scraper - Financial Advisors USA", "description": "Extract fee-only hourly-based financial advisors from the official Garrett \nPlanning Network directory. Get full profiles including bio, specialties, \nfee structure, credentials (CFP®, CDFA®, CPA/PFS), LinkedIn, website, and \nverification status. The most detailed hourly advisor dataset available.", "version": "0.0", "x-build-id": "TAF5X0CB1XUDQZO04" }, "servers": [ { "url": "https://api.apify.com/v2" } ], "paths": { "/acts/giovannibiancia~actor-garret-planning/run-sync-get-dataset-items": { "post": { "operationId": "run-sync-get-dataset-items-giovannibiancia-actor-garret-planning", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } }, "/acts/giovannibiancia~actor-garret-planning/runs": { "post": { "operationId": "runs-sync-giovannibiancia-actor-garret-planning", "x-openai-isConsequential": false, "summary": "Executes an Actor and returns information about the initiated run in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/runsResponseSchema" } } } } } } }, "/acts/giovannibiancia~actor-garret-planning/run-sync": { "post": { "operationId": "run-sync-giovannibiancia-actor-garret-planning", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } } }, "components": { "schemas": { "inputSchema": { "type": "object", "properties": { "search_query": { "title": "Search Query", "type": "string", "description": "Keyword to filter results (e.g. 'retirement planning', 'CFP'). Leave empty to get all results." }, "start_url": { "title": "Search URL (Location Filter)", "type": "string", "description": "Full search URL from the Garrett Planning Network website. Use this for location-based searches: go to the website, use the location autocomplete, copy the resulting URL and paste it here. Overrides Search Query if provided." }, "max_results": { "title": "Max Results", "minimum": 0, "type": "integer", "description": "Numero massimo di risultati da estrarre (0 = illimitato)", "default": 100 }, "include_detail": { "title": "Include Detail Pages", "type": "boolean", "description": "Se true, visita ogni profilo per estrarre dati completi (specialties, about, ecc.)", "default": true }, "delay_seconds": { "title": "Delay Between Requests (seconds)", "minimum": 0, "type": "number", "description": "Pausa tra le richieste HTTP per evitare rate limiting", "default": 0.5 } } }, "runsResponseSchema": { "type": "object", "properties": { "data": { "type": "object", "properties": { "id": { "type": "string" }, "actId": { "type": "string" }, "userId": { "type": "string" }, "startedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "finishedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "status": { "type": "string", "example": "READY" }, "meta": { "type": "object", "properties": { "origin": { "type": "string", "example": "API" }, "userAgent": { "type": "string" } } }, "stats": { "type": "object", "properties": { "inputBodyLen": { "type": "integer", "example": 2000 }, "rebootCount": { "type": "integer", "example": 0 }, "restartCount": { "type": "integer", "example": 0 }, "resurrectCount": { "type": "integer", "example": 0 }, "computeUnits": { "type": "integer", "example": 0 } } }, "options": { "type": "object", "properties": { "build": { "type": "string", "example": "latest" }, "timeoutSecs": { "type": "integer", "example": 300 }, "memoryMbytes": { "type": "integer", "example": 1024 }, "diskMbytes": { "type": "integer", "example": 2048 } } }, "buildId": { "type": "string" }, "defaultKeyValueStoreId": { "type": "string" }, "defaultDatasetId": { "type": "string" }, "defaultRequestQueueId": { "type": "string" }, "buildNumber": { "type": "string", "example": "1.0.0" }, "containerUrl": { "type": "string" }, "usage": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "integer", "example": 1 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } }, "usageTotalUsd": { "type": "number", "example": 0.00005 }, "usageUsd": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "number", "example": 0.00005 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } } } } } } } } } ```