A complete list of active advisors currently associated with Farnsley Wealth Management, LLC
Warmer can help you find a great advisor at Farnsley Wealth Management, LLC or one who fits your needs even better.
Farnsley Wealth Management is a small, single-advisor registered investment adviser that serves individual and high‑net‑worth clients, as well as pension/profit‑sharing plans and charitable organizations, across roughly 80 client relationships. The firm offers consulting and asset management services, delivering portfolio management through the Osaic Wealth Management Platform (Advisor Managed Portfolios) and a Unified Managed Account (UMA) wrap program. The firm constructs individualized portfolios using risk‑tolerance questionnaires and asset‑allocation frameworks (including Modern Portfolio Theory concepts), and it employs tools from the Osaic platform for portfolio optimization and rebalancing. Clients receive regular reviews and performance reporting, and the firm notes it generally manages accounts on a non‑discretionary basis, with $68,454,911 reported as non‑discretionary AUM as of December 31, 2024. What is noteworthy compared with many peers is the combination of broker‑dealer and insurance activities alongside advisory services: representatives are registered with Osaic Advisors LLC and are licensed as independent insurance professionals, and the firm discloses the capacity to accept commissionable securities and insurance compensation. Farnsley also participates in Osaic‑sponsored wrap programs (Advisor Managed Portfolios and UMA) and operates with a predominance of non‑discretionary assets, a mix that is less common among similarly supported advisory firms.
To learn more about the advisors currently working at Farnsley Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Port St. Joe, FL
| 32
|
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