Farrow Financial Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$280,146,758
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
194
51% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
194
Average account size
$1,444,055
About
Farrow Financial, Inc. is a fee-only registered investment adviser that provides financial planning, investment management, and consulting services to individuals, trusts, estates, charitable organizations, corporations, other business entities, pension plans, and profit-sharing plans. The firm works with both non‑HNW and high‑net‑worth clients and delivers individually tailored financial plans intended to inform investment strategy.
The firm employs a global, top‑down research process that incorporates charting, fundamental, and technical analysis and uses both long‑term and short‑term purchases as warranted by market conditions. Investment management relationships typically begin with a comprehensive financial plan that guides portfolio construction, ongoing discretionary management, and periodic reviews; financial planning fees are waived for investment management clients.
As of February 6, 2026, Farrow Financial reported approximately $280,146,758 in discretionary client assets managed by a single primary advisor, an AUM‑per‑advisor level that is uncommon among similar supported firms. The firm, in operation since 1981 and led by an owner with CFP and CFA credentials and a master’s in investment management, maintains a $1,000,000 investment‑management account minimum (waivable at the firm’s discretion), does not accept performance‑based fees, and does not actively manage or hold digital assets.
Client services
Financial planning
Portfolio management
Fee options
Consulting services may also be charged a flat annual fee payable quarterly in advance
$0 - $500,000: 1.00% per year $500,001 - $1,000,000: 0.75% per year $1,000,001+: 0.50% per year
Consulting services billed at $100-$300 per hour
Account minimum: $1,000,000 (investment management services) Fee-only: Financial planning fees between $2,000-$5,000 for initial plans and $500-$1,000 for reviews; waived for investment management clients
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
Farrow Financial Inc
1 Kennedy Drive Suite U8
South Burlington VT 05403, United States
Number of offices
4
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