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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 0.50% |
Rates shown are for the standalone investment management service. For clients combining ongoing financial planning with investment management, the rates are 0.50% on the first $100,000 and 0.25% on amounts between $100,001 and $5,000,000, with rates negotiable above $5,000,000. Standalone accounts under $100,000 are subject to a $500 minimum annual fee.
Fee Estimator
Contact
Michael Farrow
Location
445 Marine View Avenue, Suite 305, Del Mar, CA, 92014
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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 →Employment History
Current Registrations
Flightpath Financial Planning
Previous Registrations
Next Gen Financial Planning
State Registrations2 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
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