Teresa Farmer - Clemens
Vega Financial · Plano, Texas
Teresa Farmer - Clemens is a fee-only financial advisor at Vega Financial in Plano, Texas. Teresa charges a percentage of assets and hourly fees and focuses on retirement planning, estate & legacy planning and sustainable & impact investing.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Vega Financial |
|---|---|
| Based in | Plano, Texas |
| Fee model | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $59.5M across 121 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 7606209 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.vega-financial.com |
How Teresa's firm compares
- Vega Financial's average account is about $492,000, from its Form ADV (assets managed divided by 121 accounts).
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Questions about Teresa
Is Teresa Farmer - Clemens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Teresa holds no broker registration, and Vega Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Teresa charge for financial advice?
Teresa charges a percentage of assets and hourly fees.
Does Teresa work with clients virtually?
Yes. Vega Financial says on its website that it works with clients remotely.
Where is Teresa Farmer - Clemens based?
Teresa Farmer - Clemens is based in Plano, Texas.
What does Teresa specialize in?
Teresa's specialties include retirement planning, estate & legacy planning, sustainable & impact investing and small business owners. Teresa works with retirees, pre-retirees and founders.
Is Teresa Farmer - Clemens registered with the SEC?
Yes. Teresa Farmer - Clemens is registered as an investment adviser representative in TX and WA (CRD 7606209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vega Financial manage?
Vega Financial reports $59.5M across 121 accounts in assets under management.
How do I contact Teresa Farmer - Clemens?
Through Teresa's website, www.vega-financial.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
- Vega Financial 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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