Farrar Financials provides wealth management consulting, comprehensive financial planning, financial reviews, financial analysis, and fiduciary services. The firm creates detailed financial plans tailored to each client's situation, covering investments, asset allocation, retirement, and tax optimization. Farrar Financials also offers ongoing financial reviews and hourly financial analysis for specific questions.
Assets Under Management$58M
Clients14
Advisors1
Avg. per Client$4.1M
Avg. per Advisor$58M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee applies when Farrar Financials acts as a fiduciary and directly manages the client's assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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