Stephanie Farrar is a registered investment advisor at Integrity Financial Strategies, based in Palmetto, FL, with 27 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 50 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Palmetto, FL
Get directionsHistory
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 Activities
Stephanie is a Certified Divorce Financial Consultant and Mediator at Integrity Divorce Solutions LLC, dedicating about 10-20% of her time to this activity. This creates a potential conflict of interest, which Stephanie mitigates by acting as a fiduciary and prioritizing client interests.
Employment History
Current Registrations
Integrity Financial Strategies
Previous Registrations
Ten Capital Wealth Advisors, LLC
Principal Funds Distributor, INC.Broker
Russell Investments
Russell Financial Services, INC., Part of Russell InvestmentsBroker
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.