Farnam Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$90⁠-⁠$400/hr

“RIA Consulting Service RIA Consulting Service engagements are offered to other advisory firms at an hourly rate between $90 and $400 per hour, depending on complexity and scope of the project.”

Quarterly fee

$250⁠-⁠$25,000/qtr

“Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in arrears, at the rate of $250-$25,000 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Farnam Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Farnam Financial’s fees compare

• Its hourly rate of $90-$400 spans the Arizona median of $275. 31% of the 195 other Arizona planners that publish an hourly rate charge less.
• 10 of the 42 other planners in Phoenix that publish an hourly rate charge less.

About Farnam Financial

• Principal: Jonathan Bird
• Firm size: 3 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

81

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$161,447,231

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306180

Website

farnamfinancial.com (opens in new tab)

Phone

(602) 603-4000

Can advise clients in 5 states: Arizona, Florida, Minnesota, Oregon, Texas

Other planners in Phoenix that publish fees

• Ability FirstPhoenix$12,000/yr
• Alpha FiduciaryPhoenix$350/hr
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• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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