Charles Farrar
Farrar Wealth Management · North Palm Beach, Florida
Charles Farrar is a fee-only financial advisor at Farrar Wealth Management in North Palm Beach, Florida. Farrar Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Farrar Wealth Management |
|---|---|
| Based in | North Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $21.1M across 112 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2303302 |
| Exams passed | Series 63 (1993) · Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Charles's firm compares
- Farrar Wealth Management's average account is about $188,000, from its Form ADV (assets managed divided by 112 accounts).
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Questions about Charles
Is Charles Farrar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Farrar Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Farrar Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Farrar based?
Charles Farrar is based in North Palm Beach, Florida.
Is Charles Farrar registered with the SEC?
Yes. Charles Farrar is registered as an investment adviser representative in FL (CRD 2303302), 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 Farrar Wealth Management manage?
Farrar Wealth Management reports $21.1M across 112 accounts in assets under management.
How do I contact Charles Farrar?
Contact details aren't on file yet. Search for Farrar Wealth Management.
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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