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Bryan D'Alessandro

Farther Finance, LLC

4 World Trade Center
Apt 1 CR

New York, NY 10006

732-200-2941

About Farther Finance, LLC

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.

See Disclosures

General Information

Firm Start Year

2019

No. of Employees

50-99

CRD#

5081148

Firm CRD#

302050

Years of Experience in Financial Services

17

Number of Years with Current Firm

3

Work with the following types of clients

Individual Investors

Advisory Services Provided

Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Retirement Planning

Services

Investment Types

Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Your Office, Your Home, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 66

Firm Information

Assets Managed by Firm

650000000

Assets Managed by Advisor

20000000

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Fee % Based on Assets

1

Minimum Fee Charged for Managed Accounts

2000

Minimum Fee Charged for Hourly Planning Accounts

n/a

Education

Bachelor of Science - Finance

St. John's University
09/05/2001 - 05/05/2005

Disclosures

RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.retirementplanning.net/disclosure/1891361/retirementplanning-farther-finance,-llc-detailed-disclosure

Disclaimer

Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.