Disclosures

Important Disclosures

FamilyVest operates as a service line within Farther Finance Advisors, LLC. Below are key disclosures about our firm, our services, and how we operate.

Investment Advisory Services

Farther Asset Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply any level of skill or training. We provide comprehensive financial planning and investment management services to individual clients, families, and small business owners.

Fiduciary Status

We are bound by fiduciary duty under the Investment Advisers Act of 1940. This means we are legally required to act in your best interest at all times and to disclose any material conflicts of interest that may arise from our business practices.

Fee-Only Compensation

We are compensated solely by client fees based on assets under management (AUM) or fixed fees for planning services. We do not receive commissions, sales charges, or incentives from product providers. This eliminates conflicts of interest and aligns our success directly with yours.

SEC Marketing Rule Compliance

Any testimonials, endorsements, or client reviews on this website comply with SEC Rule 206(4)-1. All reviews are subject to our verification procedures, and we have received no compensation for endorsements beyond our client advisory relationships.

Past Performance

Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Different types of investments involve varying degrees of risk. There can be no assurance that any specific investment or strategy will be suitable or profitable for a client.

Form ADV

You may request a copy of our Form ADV Part 2A (brochure) and Part 2B (brochure supplement) at any time by contacting us at 844-628-3185 or info@familyvest.com. You can also view our brochure online at https://adviserinfo.sec.gov/firm/summary/302050.