Thomas
Farrer
An Exceptional Life Financial, LLC
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About this Advisor
Thomas Farrer is a certified financial planner working in Indianapolis, Indiana with a total of 3 years of industry experience. Farrer is currently employed by An Exceptional Life Financial, LLC. Their career trajectory has included roles at An Exceptional Life Financial, LLC, Full-Time Education, Indiana Public Retirement System and Delphi Corporation. Farrer can advise clients in California, Indiana and Texas. An Exceptional Life Financial, LLC is an advisory firm that has its headquarters in Indianapolis, IN. The investment advisory business has a total of six advisors. It manages $177 million in assets under management among its 888 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 888 accounts, 15% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. A financial advisor's fees usually depend on the type of financial services provided. Fee types charged by An Exceptional Life Financial, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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An Exceptional Life Financial, LLC Brokerage Details
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$177,436,746
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
6
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888
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$199,816
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Thomas Farrer Work History
Thomas has been registered as a financial advisor for 3 years.*
An Exceptional Life Financial, LLC
Full-Time Education
Indiana Public Retirement System
Delphi Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Farrer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at An Exceptional Life Financial, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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