Dallas, TX Office
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Farther
Enterprise
Firm-wide stats for Farther
About
Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile Platform and in-person meetings. The firm also offers retirement plan consulting, limited financial planning and recommendations on private investment funds (including affiliated funds) while excluding corporate or business clients from its typical client base.
Farther’s investment approach is grounded in Modern Portfolio Theory and implemented through proprietary model portfolios or bespoke allocations, with algorithmic rebalancing designed to keep holdings within target ranges (generally rebalancing when allocations drift about 5%). The firm primarily uses exchange-traded funds, mutual funds, individual equities and fixed income, may allocate to independent managers, treats cash as an asset class, and supplements advisor judgment with AI tools subject to internal review and controls.
Noteworthy for an enterprise firm, Farther discloses receipt of practice‑management publications and other support services from custodians and sponsors advisor events supported by third‑party sponsorships, and it participates in referral arrangements (including paid promoters such as Zoe Advisor Network). The firm also discloses several potential conflicts of interest that may distinguish it from peers: affiliation with private funds and an insurance agency that can generate commission or fund‑related compensation, explicit limits on discretionary cryptocurrency purchases, and use of account aggregation and third‑party service relationships.
Based on Farther
Expertise
Based on Farther
Location
Dallas TX
Advisors at this office
3
Advisors at this office
Zachary E
Series 65
Dallas, TX
Farther
Zachary Etoch is a financial advisor at Farther in Dallas, TX, holding a Series 65 designation. He has experience working at MDD Forensic Accountants for six years and joined Farther in 2025. Prior to his professional career, he attended the University of Arkansas. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.
Richard S
Series 65
Dallas, TX
Farther
Richard Sun is a financial advisor at Farther with a Series 65 license and one year of industry experience. Prior to joining Farther, he worked at Fisher Investments and Fortress Investment Group. He also has experience in academia and other financial roles dating back to 2016. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools.
Todd K
Series 65
Dallas, TX
Farther
Todd Kitzens is a financial advisor at Farther with a Series 65 designation and three years of industry experience. His prior work includes roles at BRP US Inc. and Saatchi & Saatchi, as well as a position at the University of Arizona. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.
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