Brian Lahue is a CFP-designated registered investment advisor at Farther, based in San Francisco, CA, with 19 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 sells fixed insurance products and owns Sweet Life Financial Planning, LLC, which facilitates securities, advisory, and insurance business; these activities take about 10% and nearly full-time, respectively. He also coaches high school track, dedicating about 10% of his time to this non-investment related activity.
Employment History
Current Registrations
Farther
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
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.