Terry Farrar
Terry Farrar is a CFP-designated registered investment advisor at Trilogy Wealth Management, LLC, based in Bay City, TX, with 33 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. For certain Clients, wealth management fees are based on a fixed annual fee ranging up to 1.50%.
Fee Estimator
Location
2041 Avenue F, Bay City, TX, 77414
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2023Customer Dispute
August 2005Other Business Activities
Terry works as a statistician for the NFL since 2020. This activity is not investment-related.
Employment History
Current Registrations
Trilogy Wealth Management, LLC
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
American General Securities IncorporatedBroker
American General Securities Incorporated
Franklin Financial Services CorporationBroker
State Registrations2 states
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.