Justin Farris
Farris Capital Management · Carrollton, Texas
Justin Farris is a fee-only financial advisor at Farris Capital Management in Carrollton, Texas, who holds the CFP credential. Justin charges a percentage of assets (0.2% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and small business owners.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Early-career professionals
Facts
| Firm | Farris Capital Management |
|---|---|
| Based in | Carrollton, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.2% a year on the first tier of assets managed |
| Assets under management | $177.5M across 901 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 4725738 |
| Exams passed | Series 66 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.farriscap.com |
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Questions about Justin
Is Justin Farris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Farris Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin charges a percentage of assets.
How much does Justin charge?
According to Farris Capital Management's website, checked October 30, 2026: 0.2% a year on the first tier of assets managed.
Where is Justin Farris based?
Justin Farris is based in Carrollton, Texas.
What does Justin specialize in?
Justin's specialties include retirement planning, tax planning and small business owners. Justin works with retirees, pre-retirees, mid-life transitions and early-career professionals.
What credentials does Justin Farris hold?
Justin Farris holds the CFP credential.
Is Justin Farris registered with the SEC?
Yes. Justin Farris is registered as an investment adviser representative in LA and TX (CRD 4725738), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Farris Capital Management manage?
Farris Capital Management reports $177.5M across 901 accounts in assets under management.
How do I contact Justin Farris?
Through Justin's website, www.farriscap.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
- Farris Capital Management 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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