TS
CFA · CFP
TS
CFA · CFP

Todd Sensing

10 Years of Experience
Destin, FL

Todd Sensing is a CFA, CFP-designated registered investment advisor at Farther, based in Destin, FL, with 10 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
14,965 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$16.0B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4300 Legendary Drive, Suite 226, Destin, FL, 32541

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Farther
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Familyvest
September 2016 - November 2024 · 8 yrs 2 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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