Farnsley Wealth Management is a registered investment advisor based in Port St Joe, Florida, offering personal consulting and asset management services. Founded in 2002 and solely owned by Aaron Farnsley, the firm provides tailored investment strategies through programs like the Osaic Wealth Management Platform, including Advisor Managed Portfolios and Unified Managed Account programs. Farnsley Wealth Management assists clients with asset allocation, portfolio rebalancing, and individual securities analysis such as stocks, bonds, options, exchange-traded funds, and mutual funds. The firm helps clients define their financial goals and risk tolerance, constructing diversified portfolios while allowing for reasonable investment restrictions. In addition to investment management, the firm offers consulting services to address specific client questions and financial needs. Representatives of Farnsley Wealth Management may also act as registered representatives of a broker-dealer or as independent insurance professionals, presenting potential conflicts of interest regarding commission-based products, which the firm addresses by emphasizing its legal obligation to act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annualized asset-based consulting fee will not exceed 2.00%. Asset management program fees are outlined in separate program brochures and are negotiable.