Craig Stearns is a CFP-designated registered investment advisor at Farther, based in San Francisco, CA, with 23 years of industry experience. Craig 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
Craig owns Stearns Wealth Management, LLC, a private entity established to facilitate insurance business, since February 2023. He spends minimal time on this activity during business hours.
Employment History
Current Registrations
Farther
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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