Steven Farr
Advisor at Fortitude Advisory Group L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fortitude Advisory Group L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Warrensburg, MO
Credentials
Series 63, Series 65, Series 66
Industry experience
19 years
Steven Farr is a financial advisor with Fortitude Advisory Group L.L.C. and holds Series 63, 65, and 66 licenses. He has 19 years of industry experience, including roles at Edward Jones since 2013 and Fortitude Advisory Group since 2021. Outside of advising, Farr is the owner of two businesses, The Passport Inc. and Raiseway. Fortitude Advisory Group serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm provides tailored investment advisory services using a combination of in-house management and third-party managers, with strategies ranging from buy-and-hold to shorter-term trading and access to alternative investments when appropriate.
Based on Fortitude Advisory Group L.L.C.
Financial planning fees may be charged as flat dollar amounts; specific amounts not stated
$0+: up to 2.2% per year (maximum total portfolio management fee) +: additional 0.2% per annum for SWP Large Cap Overlay strategy +: additional 0.1% per annum for SWP Equity ETF strategy
Certain Financial Advisors are registered representatives and insurance agents who receive commissions on securities and insurance product sales
Financial planning may be charged on an hourly basis; specific rates not stated
Performance-based fees charged to certain clients of DBA Aperture Advisors; percentage is negotiable; only to qualified clients under Rule 205-3
Account minimum: $25,000 Fee-only: Financial planning fees charged as flat fee, percentage of assets under advisement, or hourly; vary widely, no maximum limit
Warrensburg, MO
Missouri
Fortitude Advisory Group L.L.C.
2021 - Present (5 years)
Edward Jones
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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