Ashley Folkes
Farther
2 Chase Corporate Dr Suite 40,
Hoover, AL 35244
2566243514
About Farther
Farther Financial is rapidly establishing itself as a disruptive force within the wealth management industry.
Notably, it has garnered recognition the fastest-growing fee only fiduciaries or RIAs in the country. This distinction stems from its unique approach, which seamlessly blends personalized financial advisory with cutting-edge technology.
We understand that your financial journey is about more than just numbers; it's about securing your family's future, pursuing your passions, and building a lasting legacy. That's why we combine the best of human expertise with cutting-edge technology. With Farther, you gain access to proactive strategies, insightful analysis, and a dedicated advisor who understands your vision.
We're building a new standard in wealth management, one where technology empowers personalized advice, and your financial potential is unlocked. Choose Farther, and experience the difference of a truly modern approach to wealth.
See Disclosures
General Information
Firm Start Year
No. of Employees
100-499
CRD#
3238082
Firm CRD#
302050
Name of Custodial Firm
Your money is backed by trusted custodians, including Pershing, Apex, Schwab, and Fidelity.
States Licensed in
AL
Years of Experience in Financial Services
25
Work Experience
Ashley's career is defined by a consistent commitment to providing clients peace of mind and financial well-being. He has navigated the complexities of wealth management through diverse roles, as a Senior Portfolio Manager at a prominent private bank, where he cultivated expertise in portfolio creation and ongoing management. He has held leadership positions as Director of Wealth Management, Financial Planning, and Growth, where he demonstrated his ability to lead teams, drive strategic initiatives, and increase the organizations value brought to their clients. However, Ashley's dedication to client relationships has remained paramount. He believes in a personalized, collaborative approach, working closely with individuals and families to understand their unique goals and challenges. Whether crafting intricate financial plans, developing tailored investment strategies, or providing expert guidance on estate and tax planning, Ashley prioritizes building trust and fostering long-term partnerships. His experience extends to serving a diverse clientele, including business owners, high-income professionals, and pre- and post-retirees, each with distinct financial needs. Ashley's overarching goal is to simplify complex financial matters, enabling his clients to confidently pursue their aspirations and build secure financial futures. He understands that wealth management is fundamentally about impacting lives, not just managing assets.
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Compliance
Registered Investment Advisor
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®, AEP®, CRPC®, RICP®, CPWA®, CEPA®
Securities Licenses
Series 66, Series 63, Series 53, Series 31, Series 24, Series 51, Series 7
Insurance and Annuity Licenses
Health, Life, Disability
Firm Information
Assets Managed by Firm
$6 Billion
Advisor's Number of Clients
75
Advisor's Number of Planning Clients
70
Assets Managed by Advisor
$350,000,000
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets, Flat Fee, Hourly
Additional Details on Charges
Fee Structure Customized to Client
Education
BA - Business
Troy University
07/01/1994 -07/1/1998
Disclosures
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.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892877/rothira-Farther-detailed-disclosure.html