Robert Farr
FarrCrest Capital · Naples, Florida
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | FarrCrest 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 7643305 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | farrcrest.com |
How Robert's firm compares
- FarrCrest Capital's average account is about $4.3 million, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Robert
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.
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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