About Farther, LLC
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, 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. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.
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General Information
Firm Start Year
2019
CRD#
6024811
Firm CRD#
302050
Years of Experience in Financial Services
10
Number of Years with Current Firm
1
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Compliance
Investment Advisor 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
Qualifications & Membership
Certifications, Accreditations & Designations
CRPC®
Securities Licenses
Series 6, Series 7, Series 63, Series 65
Insurance and Annuity Licenses
Variable Annuity, Long Term Care, Variable Life, Life, Disability, Health
Firm Information
Assets Managed by Advisor
40,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Minimum Fee Charged for Managed Accounts
1.00%
Education
BA - Business Management -
Lakeland University
09/05/2004 -05/7/2008
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1890896/financialplanners-Farther,-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.