Farnsley Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,065,340
This total excludes 47 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
80
78% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
80
HighAverage account size
$638,317
About
Farnsley Wealth Management is a small, single-advisor registered investment adviser that serves individual and high‑net‑worth clients, as well as pension/profit‑sharing plans and charitable organizations, across roughly 80 client relationships. The firm offers consulting and asset management services, delivering portfolio management through the Osaic Wealth Management Platform (Advisor Managed Portfolios) and a Unified Managed Account (UMA) wrap program.
The firm constructs individualized portfolios using risk‑tolerance questionnaires and asset‑allocation frameworks (including Modern Portfolio Theory concepts), and it employs tools from the Osaic platform for portfolio optimization and rebalancing. Clients receive regular reviews and performance reporting, and the firm notes it generally manages accounts on a non‑discretionary basis, with $68,454,911 reported as non‑discretionary AUM as of December 31, 2024.
What is noteworthy compared with many peers is the combination of broker‑dealer and insurance activities alongside advisory services: representatives are registered with Osaic Advisors LLC and are licensed as independent insurance professionals, and the firm discloses the capacity to accept commissionable securities and insurance compensation. Farnsley also participates in Osaic‑sponsored wrap programs (Advisor Managed Portfolios and UMA) and operates with a predominance of non‑discretionary assets, a mix that is less common among similarly supported advisory firms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Wealth management
Fee options
Consulting flat fees from $500 to $5,000
Commissions earned from sale of securities and insurance products; representatives are registered with Osaic Advisors LLC and licensed insurance agents
Account minimum: $150,000 (negotiable and may be reduced or waived at firm's sole discretion) Fee-only: Consulting flat fees range from $500 to $5,000; asset-based consulting fees up to 2.00% annually
Main office location
Farnsley Wealth Management, LLC
202 Marina Drive, Suite 302
Port St. Joe FL 32456, United States
Number of offices
1
Most active in
Farnsley Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
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 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.
Is not active or affiliated with:
-
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.
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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.
Forms ADV
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