About Farther Finance, LLC
Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. 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
500-999
Firm CRD#
302050
Name of Broker/Dealer
Farther
Name of Custodial Firm
Fidelity, Schwab, Pershing, Apex, Goldman Sachs
Advisory Services Provided
401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Assets Managed by Firm
Over $4 Billion
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts
$100,000
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892779/financialplanners-Farther-Finance,-LLC-detailed-disclosure.html
Disclaimer
Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS. ADV Part 2 - https://uploadsssl.webflow.com/5df93fe3d35f7507f5583a71/614e39604cb202cd76bdf8bf_Form%20ADV%20Part%202.pdf CRS - https://uploads-ssl.webflow.com/5df93fe3d35f7507f5583a71/60af21a61ccefe9c98469fd5_Farther%20-%20CRS%20(3.30.21)%20-%204849-0065-5332.pdf