How does the advisor help clients – Key Takeaways:
FARRAR WEALTH MANAGEMENT, LLC is a trusted financial advisory firm that is committed to helping clients achieve their financial goals. They offer personalized and comprehensive financial solutions that are tailored to each individual’s unique needs and circumstances. Their team of experts is highly knowledgeable and experienced in a wide range of financial areas, making them well-equipped to assist clients with their financial concerns.
Some key takeaways on how FARRAR WEALTH MANAGEMENT, LLC supports their clients include:
- Creating personalized financial plans: The advisors at FARRAR WEALTH MANAGEMENT, LLC take the time to understand each client’s financial goals and create a customized plan that aligns with their objectives.
- Offering expert financial advice: With years of experience in the industry, the advisors at FARRAR WEALTH MANAGEMENT, LLC provide clients with expert advice on a variety of financial matters.
- Providing ongoing support and guidance: FARRAR WEALTH MANAGEMENT, LLC works with clients throughout their financial journey, providing ongoing support, guidance, and education along the way.
Facts and Insights
FARRAR WEALTH MANAGEMENT, LLC was founded in 2002 and has been serving clients for over 18 years. As of 2020, they have over $500 million in assets under management and a team of 4 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2002 | $500 million | 4 |
Financial Services Offered
FARRAR WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
FARRAR WEALTH MANAGEMENT, LLC caters to a diverse range of clients, including:
- High net worth individuals
- Retirees
- Business owners
- Families
Fees & Compensation
FARRAR WEALTH MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This aligns their interests with those of their clients, as their compensation is directly tied to the performance of their clients’ investments. They also offer hourly consulting services for clients who need a one-time or occasional financial advice.
Background
FARRAR WEALTH MANAGEMENT, LLC was founded by John Farrar, a certified and experienced financial advisor with over 30 years of experience in the industry. He holds a Bachelor’s Degree in Finance and has various certifications, including Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®).
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for clients to be aware of any potential conflicts of interest or disciplinary events. FARRAR WEALTH MANAGEMENT, LLC has a clean record with no legal or disciplinary events on their record.