Brian Fleming is a ChFC-designated registered investment advisor at Farther, based in San Francisco, CA, with 30 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
345 California Street, Suite 600, San Francisco, CA, 94104
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is affiliated with CJS Solutions, an independent insurance agency selling fixed insurance products, since 2010. He dedicates minimal time to this activity.
Employment History
Current Registrations
Farther
Previous Registrations
Zermatt Wealth Partners
Hayden Royal
Hayden Royal
Rs Wealth Management, LLC
Rs Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.