Advisor at Farrar Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Farrar Wealth Management, LLC
Location
North Palm Beach, FL
Credentials
Series 63, Series 65
Industry experience
31 years
Charles Farrar is the principal advisor at Farrar Wealth Management, LLC in North Palm Beach, FL, with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stifel, Nicolaus & Company, Incorporated for 10 years before founding his independent firm in 2017. Farrar Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and small businesses, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of technical and fundamental analysis, long- and short-term trading, option strategies, and margin trading to implement tailored investment strategies.
Fixed fees for financial planning ranging from $300 to $3,000 annually depending on scope and complexity.
Under $1,000,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,999,999: 0.50% Over $5,000,000+: 0.35%
Insurance commissions earned by affiliated insurance agents, separate from advisory fees.
Hourly fee of $300 for financial planning and consulting services.
Fee-only: Financial planning fixed fees range from $300 to $3,000 annually; hourly fees are $300/hour.
North Palm Beach, FL
Florida
Farrar Wealth Management, LLC
2017 - Present (9 years)
STIFEL
2007 - 2017 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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