Farrar Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,107,979
Total clients
112
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
112
Average account size
$188,464
About
Farrar Wealth Management, LLC is a newly registered independent investment adviser that works with individual clients (including high‑net‑worth households), pension and profit‑sharing plans, charitable organizations and small businesses. The firm provides discretionary portfolio management, financial planning and consulting services and advises on a broad set of instruments from mutual funds and ETFs to options, structured products and REITs.
Advisory relationships typically grant the firm discretionary authority to implement tailored strategies and, where applicable, to allocate client assets to firm‑managed model portfolios; clients invested in models generally cannot restrict specific holdings within those models. The firm describes using a mix of technical and fundamental analysis, long‑ and short‑term trading, option strategies and margin, and indicates portfolio management clients receive complimentary financial planning.
Notable operational features disclosed in the brochure include a requirement that clients direct brokerage to a specific custodian (TD Ameritrade Institutional) and the firm’s participation in that platform, which provides the adviser with research and other institutional benefits. The brochure also discloses potential conflicts of interest — advisory personnel are separately licensed to sell insurance and may earn commissions — and reports two customer arbitration settlements involving firm management from the mid‑2000s.
Client services
Expertise
Fee options
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.
Main office location
Farrar Wealth Management, LLC
North Palm Beach FL, United States
Number of offices
1
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
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