Farrow Financial Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$280,086,121
Clients
194
Advisors
1
of 4 employees
About
Farrow Financial, Inc. is a fee‑only registered investment adviser that provides comprehensive financial planning, investment management, and consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement and profit‑sharing plans. The firm notes an investment management account minimum of $1,000,000 and waives financial planning fees for clients who engage its portfolio management services.
The firm typically begins relationships by developing an individualized financial plan that guides portfolio construction and then implements a global, top‑down investment strategy supplemented by individual company analysis. Its investment process uses a mix of charting, technical, and fundamental analysis, with discretionary portfolio management, ongoing monitoring, periodic client reviews (in person, by phone, or video), and quarterly reporting.
A distinctive feature is the firm’s scale relative to its advisory staffing: the brochure reports approximately $280,146,758 in discretionary assets under management while operating as a solo practitioner, an uncommon combination for supported firms. The firm also requires clients to direct custody to independent qualified brokers, discloses that it does not invest in digital assets, and describes practices such as block trading and centralized proxy‑voting procedures that shape execution and oversight.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees between $2,000-$5,000 for initial plan; $500-$1,000 for reviews and updates; consulting may also be flat annual fees
$0 - $500,000: 1.00% per year $500,001 - $1,000,000: 0.75% per year $1,000,001+: 0.50% per year
Consulting services billed at $100-$300 per hour
Account minimum: $1,000,000 Fee-only: Financial planning fees waived for investment management clients; fees typically range $2,000-$5,000 for initial plans and $500-$1,000 for updates; consulting fees $100-$300 per hour or flat annual fee
Main office
1 Kennedy Drive Suite U8
South Burlington VT 05403
Advisors at this office
1
Most active in
California · Colorado · Florida · Louisiana · Maine · Massachusetts · Nebraska · New Hampshire · New York · Texas · Vermont
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.
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