A complete list of active advisors currently associated with FAR Financial

Warmer can help you find a great advisor at FAR Financial or one who fits your needs even better.

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.

To learn more about the advisors currently working at FAR Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.