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Austin Farmer

8 Years of Experience
Atlanta, GA
BrokerSells Insurance

Austin Farmer is a registered investment advisor at MML Investors Services, LLC, based in Atlanta, GA, with 8 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.

For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.

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Location

1050 Crown Pointe Parkway, Suite 1800, Atlanta, GA, 30338

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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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Other Business ActivitiesSells Insurance

Austin works full-time as a financial advisor at Capstone Wealth Advisors, LLC, providing insurance services, investments, and financial planning. He also works as an insurance broker at Piedmont Insurance Brokerage, selling life, long-term care, and fixed annuities, dedicating minimal time to this role, and owns Mutual Wealth Management LLC for pass-through compensation, also dedicating minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
September 2022 - Present · 3 yrs 10 mos
MML Investors Services, LLCBroker
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
Hamilton Capital Partners, LLC
May 2021 - August 2022 · 1 yr 3 mos
Hamilton Investment Counsel, LLC
July 2020 - May 2021 · 10 mos
Edward Jones
October 2017 - July 2020 · 2 yrs 9 mos
Edward JonesBroker
September 2017 - July 2020 · 2 yrs 10 mos
State Registrations17 states
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AdvisorBrokerBoth

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.
Austin Farmer - Financial Advisor | TrueAdvisor