Justin Farris
Justin Farris is a CFP-designated registered investment advisor at Farris Capital Management INC., based in Carrollton, TX, with 21 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 395 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farris Capital Management offers investment management services through Betterment Securities, Zoe Wealth Platform, Fidelity Institutional Wealth Services, and Charles Schwab. The annual fee is based on the amount of your portfolio and is negotiable.
For Betterment and Zoe Wealth platforms, the fees are:
- $0 - $100,000: 1.50%
- $100,001 - $250,000: 1.35%
- $250,001 - $500,000: 1.25%
- $500,001 - $1,000,000: 1.15%
- $1,000,000 and above: Negotiable
For Fidelity and Schwab platforms, the fees are:
- $0 - $100,000: 1.50%
- $100,001 - $250,000: 1.35%
- $250,001 - $500,000: 1.20%
- $500,001 - $1,000,000: 1.00%
- $1,000,000 and above: Negotiable
Location
4425 Plano Pkwy Suite 1701, Carrollton, TX, 75010
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin is an insurance agent since 2010 and is becoming a licensed P&C agent through Goodman Insurance Agency since 2017. He also has an OBA for accounting purposes related to Farris Real Estate Ventures LLC, dedicating minimal time to each activity.
Employment History
Current Registrations
Farris Capital Management INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Investments, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.