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Bryan Farney

6 Years of Experience
Austin, TX
2 Disclosures

Bryan Farney is a registered investment advisor at Farney Private Wealth Management, LLC, based in Austin, TX, with 6 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$3.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fee varies between 0.30% and 1.00% depending on the size and composition of a client’s portfolio, the type and amount of services rendered and the individual(s) providing the services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5900 Southwest Parkway, Suite 5-520, Austin, TX, 78735

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2016
Final
Financial
November 2016
Final
Employment History
Current Registrations
Farney Private Wealth Management, LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Thrivent Advisor Network, LLC
January 2024 - June 2024 · 5 mos
49 Financial
January 2023 - September 2023 · 8 mos
Thrivent Advisor Network, LLC
July 2020 - December 2022 · 2 yrs 5 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2020 - September 2023 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2018 - August 2019 · 1 yr 2 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
Bryan Farney - Financial Advisor | TrueAdvisor