Ryan Huard is a CFP-designated registered investment advisor at Farther, based in Wellesley, MA, with 19 years of industry experience. Ryan 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
20 Walnut Street, Suite 202, Wellesley, MA, 02481
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is the President and Owner of Huard Financial Group, Inc., which facilitates securities, advisory, and insurance business, taking up nearly all of his time. He also engages in fixed insurance sales as an agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Farther
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Sentinel Pension Advisors INC
Sentinel Securities, INC.Broker
State Registrations1 state
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