Michael Thomas Farrow
MF
CFP
Michael Thomas Farrow
MF
CFP

Michael Farrow

8 Years of Experience
Del Mar, CA

Michael Farrow is a CFP-designated registered investment advisor at Flightpath Financial Planning, based in Del Mar, CA, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 39 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
39 clients
Average Client Portfolio
$284K average
Assets Under Management
$11.1M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.00%
$100K+0.50%

This is for Investment Management - Standalone Service. Minimum of $500 per year.

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

Michael Thomas Farrow
MF
Michael Farrow

Location

445 Marine View Avenue, Suite 305, Del Mar, CA, 92014

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Flightpath Financial Planning
June 2022 - Present · 3 yrs 10 mos
Previous Registrations
Next Gen Financial Planning
November 2017 - July 2022 · 4 yrs 8 mos
State Registrations2 states
CATX
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.
Michael Thomas Farrow
MF
Contact
Michael Farrow
Michael Farrow - Financial Advisor | TrueAdvisor