Brian Farris
Financial Design Group · Lavista, Nebraska
Brian Farris is a fee-only financial advisor at Financial Design Group in Lavista, Nebraska. Financial Design Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Financial Design Group |
|---|---|
| Based in | Lavista, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $113.4M across 527 accounts |
| SEC registration | Investment adviser representative in IA, NE, TX · CRD 2946903 |
| Exams passed | Series 63 (1997) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.fdgomaha.com |
How Brian's firm compares
- Financial Design Group's average account is about $215,000, from its Form ADV (assets managed divided by 527 accounts).
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Questions about Brian
Is Brian Farris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Financial Design Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Financial Design Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Farris based?
Brian Farris is based in Lavista, Nebraska.
Is Brian Farris registered with the SEC?
Yes. Brian Farris is registered as an investment adviser representative in IA, NE and TX (CRD 2946903), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Financial Design Group manage?
Financial Design Group reports $113.4M across 527 accounts in assets under management.
How do I contact Brian Farris?
Through Brian's website, www.fdgomaha.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
- 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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