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Updated September 24, 2026. Quick answer: There is no published minimum. Farther’s own Form ADV Part 2A brochure and its wrap-fee appendix never state a minimum account size, a minimum investment amount, or a minimum annual fee anywhere in either document.
Account minimums at comparable advisory firms: Acorns Minimum Investment (2026), Allstate Financial Advisors Minimum Investment (2026) and Allworth Financial Minimum Investment (2026).
The minimum, in the firm’s own words
Farther’s own Form ADV Part 2A brochure never states a minimum account size, a minimum investment amount, or a minimum annual fee anywhere in the document, after a full end-to-end read of the filing.
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| the Program | Not stated anywhere in the brochure | Varies with account size | N/A (no minimum is disclosed to waive) |
| Source: Farther Finance Advisors, LLC Form ADV Part 2 Brochure, March 30, 2026 | |||
Farther’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,000 |
| $500,000 | $10,000 |
| $1,000,000 | $20,000 |
| $2,000,000 | $40,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Farther’s own published fee schedule runs up to $10,000 a year (the published maximum, which the firm says is negotiable); see the full dollar breakdown from Farther’s own fee disclosure across several account sizes. It is also worth knowing whether Farther is a fiduciary before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? 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 24, 2026, quoting directly from Farther’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; 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 the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.
Already with Farther and weighing a move? How to leave Farther covers what it costs to transfer out.