Guides › Financial Advisor Fees
Updated September 24, 2026. Quick answer: Farther is a registered investment adviser. Per its own current fee brochure, a $500,000 account would run up to $10,000 a year (the published maximum, which the firm says is negotiable) under its published fee schedule; the minimum to open an account is no fixed published minimum for the Program. Is it a fiduciary? Yes, as a registered investment adviser, on the advisory services this page covers.
Farther at a glance
| Fact | What Farther’s own pages say |
|---|---|
| Legal entity | Farther Finance Advisors, LLC |
| Registration | Farther Finance Advisors, LLC (“we”, “us” or “our”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser. |
| Fee on a $500,000 account | Up to $10,000 a year (the published maximum, which the firm says is negotiable), per its own current brochure |
| Minimum to open an account | No fixed published minimum for the Program |
| Cost to leave (exit fee) | See how to leave Farther |
What Farther’s own fee schedule charges
“Under the Program, Farther is able to offer participants discretionary investment management services, for a single specified annual Program fee, inclusive of trade execution, custody, reporting, account maintenance, investment management fees, and in some instances, fees charged by independent managers and/or separately managed accounts. The current annual Program fee ranges from negotiable up to 2% of assets under management, depending upon the complexity of the account, the amount of the client assets in the Program and the independent/separately managed accounts utilized by the client’s investment portfolio.”
Farther discloses a single individually-negotiated maximum (‘negotiable up to 2%’) with no dollar minimum fee disclosed anywhere in the brochure, so dollar_at = balance x 0.02 at each of the four balances, with no floor applied.
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,000 |
| $500,000 | $10,000 |
| $1,000,000 | $20,000 |
| $2,000,000 | $40,000 |
See the full breakdown, including how the figure is calculated, on Farther’s own fee page.
Is Farther a fiduciary?
Farther Finance Advisors, LLC (“we”, “us” or “our”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser.
“When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
Our financial professionals are generally compensated based upon the revenue derived from the assets they are responsible for managing. Some financial professionals are compensated on a salary basis. Certain of our financial professionals, based upon their individual professional ability, may also receive a performance bonus from time-to-time.
Full detail, including the exact registration type and source: Farther’s fiduciary status, explained.
The minimum to open an account
No fixed published minimum for the Program. See the full minimum-investment breakdown, including what that minimum would cost per year, on Farther’s minimum investment page.
What it costs to leave
A dedicated how-to-leave page for Farther covers the exit costs in full. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
What we would compare it against
Before you decide, run the numbers against another firm using the financial advisor fee comparison, or price the dollar cost of any percentage fee over time with the Financial Advisor Fee Calculator and the Fee Drag Calculator.
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- Farther Finance Advisors, LLC Form ADV Part 2 Brochure (March 30, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032945
- Farther Finance Advisors, LLC Form CRS (March 30, 2026): https://reports.adviserinfo.sec.gov/crs/crs_302050.pdf
- SEC Investment Adviser Public Disclosure, Farther Finance Advisors, LLC (CRD #302050): https://adviserinfo.sec.gov/firm/summary/302050
- Farther Finance Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/302050/PDF/302050.pdf
Methodology. This page was built September 24, 2026, drawing directly on Farther’s own current fee brochure and Form CRS, both linked above, plus this site’s own already-published fiduciary and minimum-investment pages for the same firm, each independently sourced when it was built. Any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Farther’s own Form ADV Part 2A and Form CRS. We have not used Farther as a client. Farther did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.