# Steven Farmand

> Steven Farmand is a fee-only financial advisor at Farmand, Farmand & Farmand in Jacksonville, Florida. Steven focuses on tax planning, estate & legacy planning and small business owners. Farmand, Farmand & Farmand reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Farmand, Farmand & Farmand
- **Based in:** Jacksonville, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $28.5M across 22 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners
- **CRD:** 6784035 (https://adviserinfo.sec.gov/individual/summary/6784035)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://farmandcpa.com

## Frequently asked questions

### Is Steven Farmand a fee-only financial advisor?

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

### How does Steven charge for financial advice?

Steven's firm, Farmand, Farmand & Farmand, reports charging a percentage of assets on its SEC Form ADV.

### Where is Steven Farmand based?

Steven Farmand is based in Jacksonville, Florida.

### What does Steven specialize in?

Steven's specialties include tax planning, estate & legacy planning and small business owners.

### Is Steven Farmand registered with the SEC?

Yes. Steven Farmand is registered as an investment adviser representative in FL (CRD 6784035), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Farmand, Farmand & Farmand manage?

Farmand, Farmand & Farmand reports $28.5M across 22 accounts in assets under management.

### How do I contact Steven Farmand?

Through Steven's website, farmandcpa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6784035): 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://www.farmandcpa.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.