F
FAR Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
FAR Financial provides financial planning and related advisory services to individuals and high‑net‑worth clients on an advice‑only, non‑discretionary basis. Services described in the brochure include comprehensive written financial plans, a limited‑scope Financial Clarity Assessment, hourly planning engagements, business and estate planning advice, investment analysis, and educational seminars or speaking engagements.
The firm’s methodology draws on commonly used approaches such as Modern Portfolio Theory and emphasizes asset allocation and passive investment vehicles when recommending securities; clients are responsible for implementation, custody, and trade execution. Fees are charged as fixed project fees for comprehensive plans, a $200 one‑time Financial Clarity Assessment, or hourly at $300 per hour, and the firm does not provide investment management or charge percentage‑of‑assets‑under‑management fees.
Noteworthy features relative to many peers include the explicit offering of educational seminars (presented virtual or in‑person, with fees disclosed at $0–$500), a low‑cost limited‑scope planning product, and routine hourly billing for follow‑up work. The brochure also discloses that FAR Financial is a fee‑only, single‑principal advisory practice that does not accept custody, does not receive commissions, and limits prepayment of fees in accordance with regulatory guidance.
Client services
Financial planning
Educational seminars or workshops
Fee options
Fixed fees generally between $5,000 and $7,000 for comprehensive financial planning; $200 fixed fee for Financial Clarity Assessment; seminar fees from $0 to $500
$300 per hour for hourly financial planning services
Fee-only: Fixed fee ranging from $5,000 to $7,000 for comprehensive financial planning; Fixed fee of $200 for Financial Clarity Assessment; Hourly fee of $300 per hour for hourly financial planning; Seminar fees range from $0 to $500 per seminar
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
FAR Financial
Brooklyn NY, United States
Number of offices
2
Forms ADV
Advisors at this firm
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