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Advisor

Michael Farr

FarrCrest Capital · Naples, Florida

Michael Farr is a fee-only financial advisor at FarrCrest Capital in Naples, Florida. Michael focuses on family wealth transfer. FarrCrest Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Specialties

Who they serve

  • Multi-generational families

Facts

FirmFarrCrest Capital
Based in Naples, Florida
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$110.5M across 26 accounts
SEC registration Investment adviser representative in FL · CRD 1763405
Exams passedSeries 63 (1988) · Series 65 (1993)
Firm size4 employees
Disclosures None reported
Websitefarrcrest.com

How Michael's firm compares

  • FarrCrest Capital's average account is about $4.3 million, from its Form ADV (assets managed divided by 26 accounts).

What fee-only advisors charge in Florida

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Questions about Michael

Is Michael Farr a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and FarrCrest Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Michael charge for financial advice?

Michael's firm, FarrCrest Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Michael Farr based?

Michael Farr is based in Naples, Florida.

What does Michael specialize in?

Michael's specialties include family wealth transfer. Michael works with multi-generational families.

Is Michael Farr registered with the SEC?

Yes. Michael Farr is registered as an investment adviser representative in FL (CRD 1763405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does FarrCrest Capital manage?

FarrCrest Capital reports $110.5M across 26 accounts in assets under management.

How do I contact Michael Farr?

Through Michael's website, farrcrest.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
  • FarrCrest Capital 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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