About Farther
Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Lightspeed Venture Partners, Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.
See Disclosures
General Information
Firm Start Year
2019
No. of Employees
100-499
CRD#
5923601
Firm CRD#
302050
Name of Broker/Dealer
Farther
Name of Custodial Firm
Fidelity, Schwab, Pershing and Apex
States Licensed in
CA
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning for Businesses
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CRPS®
Securities Licenses
Series 65, Series 63, Series 7
Firm Information
Assets Managed by Firm
Over $4 billion
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500K+
Compensation Methods
Flat Fee, Based on Assets
Education
Bachelor of Arts (B.A.) -
University of California Santa Barbara
09/30/2005 -03/31/2010
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892471/financialplanners-Farther-detailed-disclosure.html