Firm
Farnam Financial
Phoenix, Arizona
Fee-only
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | farnamfinancial.com |
| Phone | (602) 603-4000 |
Farnam Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We charge 1% on the first $2 million we manage, 0.6% on the next $8 million, and 0.3% on amounts over $10 million." source
"We serve clients with over $2M of investible assets, especially those nearing or in retirement." source
"We charge 1% on the first $2 million we manage, 0.6% on the next $8 million, and 0.3% on amounts over $10 million." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $161 million |
| Individual clients | 22 |
| Financial planning | Offered |
| Form ADV filed | October 21, 2026 |
| SEC record | CRD 306180 |