Farnam Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Farnam Financial works primarily with individual clients, including high‑net‑worth households, and provides advisory services to employer retirement plans as well as consulting to other RIAs. Its service set includes discretionary investment management, ongoing financial planning, retirement plan consulting, educational seminars, and occasional publicly recorded "Retirement Makeover" planning sessions.
The firm typically implements passively oriented, asset‑allocation portfolios while applying fundamental analysis to select funds and securities, and it manages client accounts through a sponsored wrap‑fee program. Ongoing financial planning is integrated into the investment management relationship and the firm conducts periodic reviews of client accounts.
Compared with many peers, Farnam Financial is notable for sponsoring a wrap fee program and for using endorsements and client testimonials in its advertising—both of which are uncommon among similar firms. The firm also provides RIA consulting, posts selected planning sessions to public platforms, and has recently added a newer custodial option alongside traditional custodial relationships.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.60% $10,000,001+: 0.30%
$90-$400 per hour depending on complexity and scope
$250-$25,000 per quarter based on complexity and needs, negotiable in certain cases
Main office
See office2415 E Camelback Rd, Ste 700
Phoenix AZ 85016
Advisors at this office
1
Offices (3)
Most active in
Arizona · Florida · Minnesota · Oregon · Texas
Also doing business as
Farnam Financial · Farnam Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jonathan B
CFP®, Series 63, Series 66
Phoenix, AZ
Farnam Financial
Jonathan Bird is a CFP® with 12 years of industry experience, currently serving as an advisor at Farnam Financial since 2019. He previously worked at Schwab Private Client Investment Advisory, Inc. from 2016 to 2019 and Charles Schwab from 2015 to 2016. Farnam Financial primarily serves individual clients, including high-net-worth households, and offers advisory services to employer retirement plans as well as consulting to other RIAs. The firm emphasizes passively oriented, asset-allocation portfolios combined with fundamental analysis and integrates ongoing financial planning into its investment management.
Melinda A
Series 65
Molalla, OR
Farnam Financial
Melinda Agosta is a Series 65-credentialed advisor at Farnam Financial with one year of industry experience. Prior to joining Farnam Financial, she worked in healthcare-related roles at WellSky and Legacy Meridian Park Hospital. Farnam Financial primarily serves individual clients, including high-net-worth households, employer retirement plans, and other RIAs. The firm employs a passively oriented, asset-allocation investment approach combined with fundamental analysis, offering discretionary investment management and integrated financial planning through a sponsored wrap-fee program.
Gregory B
CFP®, CFA®, Series 63, Series 66
Peoria, AZ
Farnam Financial
Gregory Bradstreet is a financial advisor at Farnam Financial with 17 years of industry experience. He holds the CFP® and CFA® designations and has worked at Schwab Private Client Invest Advisory, Inc., and Charles Schwab. He also serves as a faculty member at Grand Canyon University. Farnam Financial serves individual clients, including high-net-worth households, and provides advisory services to employer retirement plans and other RIAs. The firm employs a passively oriented, asset-allocation investment approach combined with fundamental analysis and integrates ongoing financial planning with investment management.
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