A complete list of active advisors currently associated with Farrauto Wealth Management, Inc

Warmer can help you find a great advisor at Farrauto Wealth Management, Inc or one who fits your needs even better.

Farrauto Wealth Management is a small, independent advisory firm that provides financial planning and portfolio management for individual clients as well as high-net-worth families, business owners, foundations, endowments and pension/profit-sharing plans. Services include written financial plans, focused and comprehensive wealth-planning engagements, and ongoing investment management for taxable and retirement accounts. The firm combines model-portfolio allocation with a mix of fundamental, technical and charting analysis and offers both discretionary and non-discretionary management through qualified custodians. Clients may be offered wrap-fee programs or traditional asset-based management, and the firm also makes available retainer and subscription consulting arrangements billed quarterly or monthly. Noteworthy differences from many peers include the firm’s use of consulting subscription fees and the fact that its advisory representatives may, in a separate capacity, sell insurance and annuity products for commission, which the brochure discloses as a potential conflict of interest. The firm also publishes occasional newsletters, provides seminars/workshops, serves institutional clients in addition to individuals, and discloses a 2013 regulatory consent and fine related to annuity transactions.

To learn more about the advisors currently working at Farrauto Wealth Management, Inc, 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.