Firm
Farris Capital Management
Carrollton, Texas
Fee-only
Facts
| Based in | Carrollton, Texas |
|---|---|
| Website | farriscap.com |
| [email protected] | |
| Phone | (214) 525-2141 |
Farris Capital Management 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 | 0.2% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Farris Capital Management charges 0.20% annually. This amount will be deducted from your Treasury Account on a monthly basis." source
"Farris Capital Management charges 0.20% annually. This amount will be deducted from your Treasury Account on a monthly basis." 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 | $178 million |
| Individual clients | 346 |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 169051 |