Jacki Farrar is a CFP-designated registered investment advisor at Integrity Financial Strategies, based in Palmetto, FL, with 12 years of industry experience. Jacki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 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
Contact
Jacki Farrar
Location
Palmetto, FL
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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 Activities
Jacki works as a certified divorce financial consultant and mediator for Integrity Divorce Solutions. This non-investment related activity takes about 10-20% of her time, with 50% of the work occurring during trading hours.
Employment History
Current Registrations
Integrity Financial Strategies
Previous Registrations
Facet Wealth, INC
Edward Jones
Edward JonesBroker
Moss Adams Wealth Advisors LLC
Financial Advocates Investment Management
LPL Financial LLCBroker
Cornerstone Advisors INC
Edward Jones
Edward JonesBroker
State Registrations4 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.
Exams
Additional Information
Integrity Financial Strategies is a boutique, fee-only financial planning firm that specializes in helping those in transition gain clarity and confidence in their financial future.