Farrar Financials

Overview

Farrar Financials is a single-owner, independent registered investment adviser operating as a sole proprietorship that focuses on advice for individuals and families. The firm’s advisory services center on financial planning and portfolio management for private clients and small businesses. Fee arrangements combine a percentage-of-assets model with hourly billing, which aligns with working directly on planning projects and ongoing portfolio oversight. Investment activity is concentrated on publicly traded equities as the primary vehicle for client exposure. The firm does not describe itself as a capital allocator; instead, it uses third-party managers when it taps alternative strategies. Farrar Financials does not identify as an active ESG investor and does not operate as a multi-state adviser according to the profile data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices