Guides › Financial Advisor Fees
Updated September 23, 2026. Quick answer: Farther discloses a maximum, individually negotiated rate of 2.0% in its Farther Finance Advisors, LLC Form ADV Part 2 Brochure (March 30, 2026). Converted to dollars, that runs $10,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Farther Finance Advisors, LLC Form ADV Part 2 Brochure (March 30, 2026): “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.”
The published maximum: 2.0% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $5,000 | 2.00% |
| $500,000 | $10,000 | 2.00% |
| $1,000,000 | $20,000 | 2.00% |
| $2,000,000 | $40,000 | 2.00% |
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.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Farther’s own published maximum rate runs up to $10,000 a year.
Comparing Farther against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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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
- 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 23, 2026, drawing on Farther’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure 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. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Is Farther a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Farther’s minimum investment, straight from its own Form ADV Part 2A brochure.
Weighing whether to move ahead? Read the full Farther review, including its fiduciary status and what it costs to leave.
Comparing Farther against other options? See Farther alternatives, including a lower-fee full-service firm, a flat-fee route, and a robo/hybrid.
Thinking about leaving Farther instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.