Farrar Wealth Management, LLC

Farrar Wealth Management, LLC is a newly registered independent investment adviser that works with individual clients (including high‑net‑worth households), pension and profit‑sharing plans, charitable organizations and small businesses. The firm provides discretionary portfolio management, financial planning and consulting services and advises on a broad set of instruments from mutual funds and ETFs to options, structured products and REITs.

Advisory relationships typically grant the firm discretionary authority to implement tailored strategies and, where applicable, to allocate client assets to firm‑managed model portfolios; clients invested in models generally cannot restrict specific holdings within those models. The firm describes using a mix of technical and fundamental analysis, long‑ and short‑term trading, option strategies and margin, and indicates portfolio management clients receive complimentary financial planning.

Notable operational features disclosed in the brochure include a requirement that clients direct brokerage to a specific custodian (TD Ameritrade Institutional) and the firm’s participation in that platform, which provides the adviser with research and other institutional benefits. The brochure also discloses potential conflicts of interest — advisory personnel are separately licensed to sell insurance and may earn commissions — and reports two customer arbitration settlements involving firm management from the mid‑2000s.