Steven Farmand
Farmand, Farmand & Farmand · Jacksonville, Florida
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.
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Specialties
Facts
| Firm | Farmand, Farmand & Farmand |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $28.5M across 22 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6784035 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | farmandcpa.com |
How Steven's firm compares
- Farmand, Farmand & Farmand's average account is about $1.3 million, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Steven
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.
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
- Farmand, Farmand & Farmand 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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