Farley Planning Group Inc (Eagan)

Farley Planning Group Inc is a large advisory firm based in Eagan. It manages $53.75 million of regulatory assets for 417 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.

Farley Planning Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Farley Planning Group: assets under management

The assets under management (AUM) of Farley Planning Group Inc is $53.75 million. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.36 million in discretionary accounts and $25.39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $199.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $92.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Farley Planning Group Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Farley Planning Group Inc

Farley Planning Group Inc is owned by Brian Peter Farley. Patrick Michael Farley joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Peter Farley	Owner	1 Jan 2001	50% - 75%	2700699
Patrick Michael Farley	Owner	1 Jan 2001	Other	204516
Michael Joseph Farley	Owner	1 Jan 2001	25% - 50%	4331424

Based in Eagan

The principal office where Farley Planning Group Inc performs its advisory services is located at 880 Blue Gentian Road, Eagan, MN 55121, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.