Farrar Financials fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$295/hr

“When an existing Client has specific questions that require significant analysis, independent of a financial review, the fee for services is based the complexity of the analysis and on the number of hours required to complete the analysis and will be billed at an hourly rate of $295 per hour.”

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

How Farrar Financials bills

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

• “Fees may be negotiable under some circumstances.”
• “All fees are billed in arrears at the conclusion of the work.”

How Farrar Financials’ fees compare

• Its hourly rate of $295 is below the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• None of the 2 other planners in Escondido that publish an hourly rate charge less.

About Farrar Financials

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

14

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$58,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

140223

Phone

(760) 294-5455

Other planners in Escondido that publish fees

• Astra Wealth Management LLCEscondido$500/hr
• Devore Financial Advisors LLCEscondido$2,500
• Harvestwise Wealth PlanningEscondido$125/mo, $50,000/yr
• Law Office of Jamie TownsendEscondido$300/hr
• Red SevenEscondido$1,500

Compare all 9 planners in Escondido