NF
CFP
NF
CFP

Norman Farr

25 Years of Experience
Fort Worth, TX

Norman Farr is a CFP-designated registered investment advisor at Diesslin Group, INC., based in Fort Worth, TX, with 25 years of industry experience. Norman 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, Insurance Planning, and 3 more. Their firm serves 286 clients with $700M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
286 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$696.3M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.60%
$3.0M - $6.0M0.30%
$6.0M - $10.0M0.25%
$10.0M - $20.0M0.20%
$20M+0.15%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

425 Houston Street, Suite 500, Fort Worth, TX, 76102-7411

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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
Diesslin Group, INC.
June 2000 - Present · 25 yrs 11 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.