# Robert Farr

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

Page: https://find.wellspent.co/advisors/robert-farr/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** FarrCrest Capital
- **Based in:** Naples, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $110.5M across 26 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7643305 (https://adviserinfo.sec.gov/individual/summary/7643305)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2022)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://farrcrest.com/

## Frequently asked questions

### Is Robert Farr a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?

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

### Where is Robert Farr based?

Robert Farr is based in Naples, Florida.

### What does Robert specialize in?

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

### Is Robert Farr registered with the SEC?

Yes. Robert Farr is registered as an investment adviser representative in FL (CRD 7643305), 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 Robert Farr?

Through Robert's website, farrcrest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7643305): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://farrcrest.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.