Edward Farmer
Solutions4Wealth · Southlake, Texas
Edward Farmer is a fee-only financial advisor at Solutions4Wealth in Southlake, Texas. Edward focuses on estate & legacy planning and tax planning. Solutions4Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Solutions4Wealth |
|---|---|
| Based in | Southlake, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $189.4M across 649 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4039259 |
| Exams passed | Series 63 (1999) · Series 65 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.solutions4wealth.com |
How Edward's firm compares
- Solutions4Wealth's average account is about $292,000, from its Form ADV (assets managed divided by 649 accounts).
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Questions about Edward
Is Edward Farmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Solutions4Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Solutions4Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Edward Farmer based?
Edward Farmer is based in Southlake, Texas.
What does Edward specialize in?
Edward's specialties include estate & legacy planning and tax planning.
Is Edward Farmer registered with the SEC?
Yes. Edward Farmer is registered as an investment adviser representative in TX (CRD 4039259), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Solutions4Wealth manage?
Solutions4Wealth reports $189.4M across 649 accounts in assets under management.
How do I contact Edward Farmer?
Through Edward's website, www.solutions4wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Southlake
Other advisors in Texas who focus on estate & legacy planning
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
- Solutions4Wealth 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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