FARNSLEY ADVISORS

Overview

Farnsley Advisors is an independent, individual-owned RIA that combines financial planning and portfolio management for individuals, families and smaller institutional clients with insurance-brokerage services. The firm charges clients on a percentage-of-AUM basis and can also bill hourly for advice. It is not structured as a capital allocator and does not identify as an active ESG investor. According to the available snapshot the adviser is not registered as a multi-state or newly formed adviser. Firms that offer insurance brokerage alongside advisory services commonly integrate annuity and insurance solutions into client portfolios; that approach appears consistent with Farnsley Advisors’ stated business activities and product mix.

Assets & Accounts

Investments & Alternatives

Location & Offices