Amanda Farrar
PMG Family Office · Plano, Texas
Amanda Farrar is a fee-only financial advisor at PMG Family Office in Plano, Texas. Amanda focuses on family wealth transfer, founders (pre-exit) and tax planning. PMG Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | PMG Family Office |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $144.0M across 296 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8126270 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.pmgfamilyoffice.com |
| Profile |
How Amanda's firm compares
- PMG Family Office's average account is about $486,000, from its Form ADV (assets managed divided by 296 accounts).
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Questions about Amanda
Is Amanda Farrar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and PMG Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amanda charge for financial advice?
Amanda's firm, PMG Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amanda Farrar based?
Amanda Farrar is based in Plano, Texas.
What does Amanda specialize in?
Amanda's specialties include family wealth transfer, founders (pre-exit), tax planning, estate & legacy planning and retirement planning. Amanda works with multi-generational families.
Is Amanda Farrar registered with the SEC?
Yes. Amanda Farrar is registered as an investment adviser representative in TX (CRD 8126270), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PMG Family Office manage?
PMG Family Office reports $144.0M across 296 accounts in assets under management.
How do I contact Amanda Farrar?
Through Amanda's website, www.pmgfamilyoffice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- PMG Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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