Overview
- Headquarters
- Phoenix, AZ
- Total Firm Assets
- $161 million
- Average High-Net-Worth Client Portfolio Size
- $2.6 million
Fee Disclosure
Source: 2026-02-26 FARNAM FINANCIAL FORM ADV PART 2A (2026-10-21)
· View brochure text
Latest filing: 2026-02-26 FARNAM FINANCIAL WRAP FEE BROCHURE (2026-10-21)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $38,000 | 0.76% |
| $10 million | $68,000 | 0.68% |
| $50 million | $188,000 | 0.38% |
| $100 million | $338,000 | 0.34% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 93.64%
- Number of High-Net-Worth Clients
- 59
- Total Client Accounts
- 240
- Discretionary Accounts
- 240
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 306180
- 2026-02-26 FARNAM FINANCIAL FORM ADV PART 2A (2026-10-21) (fee schedule source) · View brochure text
- 2026-02-26 FARNAM FINANCIAL WRAP FEE BROCHURE (2026-10-21) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗