Advisor at Aegis Wealth Management, Inc.
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
Aegis Wealth Management, Inc.
Location
Toquerville, UT
Credentials
Series 63, Series 65
Industry experience
13 years
Randy Farish is a financial advisor at Aegis Wealth Management, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Simple Financial, LLC and Gradient Advisors, LLC. In addition to his advisory role, he manages and produces insurance sales through multiple agencies he operates. Aegis Wealth Management, Inc. is an SEC-registered firm managing approximately $176 million in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through sub-advisers while tailoring allocations to client objectives and risk tolerance.
Based on Aegis Wealth Management, Inc.
Based on Aegis Wealth Management, Inc.
Up to $10,000 fixed fee for broad-based financial planning services.
$0 - $500,000: 2.15% annually $500,001 - $1,000,000: 2.05% annually $1,000,001 - $2,500,000: 1.80% annually $2,500,001+: Negotiable
Commissions earned on insurance products and securities sales by dually licensed Associated Persons, separate from advisory fees.
Up to $400 per hour for specific financial planning or consulting services.
Account minimum: $10,000
Toquerville, UT
Utah
Aegis Wealth Management, Inc.
2024 - Present (2 years)
Simple Financial, LLC
2023 - 2024 (1 year)
Gradient Advisors, LLC
2020 - 2022 (2 years)
Legacy Wealth Management, LLC
2018 - 2019 (1 year)
Forest Securities, Inc
2016 - 2017 (1 year)
Legacy Insurance & Financial Services, LLC
2012 - Present (14 years)
American Senior Benefits
2012 - Present (14 years)
Randy Farish Insurance
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 63, Series 65
Saint George, UT
Managed Wealth Advantage, LLC
Series 65
St. George, UT
Heaton Financial, PC
Series 65
Washington, UT
Practice Financial Group
Series 65
St. George, UT
Retirement Planners of America
Series 63, Series 65
Hurricane, UT
Forthright Capital
CFP®, Series 66
Washington, UT
Investor FAN
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