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.
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 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.
Farley Planning Group Inc is owned by Brian Peter Farley. Patrick Michael Farley joined the executive team most recently as the Owner.
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.
You can reach the main office by calling the phone number 651-681-0777 or by fax 651-681-0888. The normal business hours are 9:00-5:00 on Monday - Friday.