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Michael Thomas Farrow

Michael Thomas Farrow

CFP®
FLIGHTPATH FINANCIAL PLANNING
DEL MAR, CA
·CRD# 6644262·9 years experience

Professional Summary

Michael Thomas Farrow, CFP®, who also goes by Mike Farrow, is a registered financial advisor currently at FLIGHTPATH FINANCIAL PLANNING located in Del Mar, California. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fixed / Negotiated Fee | Retainer

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Who I Serve

Business Owners & Entrepreneurs

Services Offered

  • Estate & Legacy Planning
  • Tax Planning
  • Cashflow & Budgeting
  • Retirement Planning
  • Risk Management & Insurance
  • Financial Planning
  • Business Services
  • Investment Management

Specializations

Millennials
ESG & Impact Investing

Biography

I’m Mike Farrow, and I’m the founder of FlightPath Financial Planning. I started my own firm because I wanted to have more control over implementing ideas and practices that are truly best for my clients. I grew up reading books written by some of the greatest financial minds of all time. From those books I developed an ethos deeply rooted in doing what’s best for the investor. This translates today to doing what’s best for...

Other Aliases

Mike Farrow

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2020

Years of Experience

9 years in the financial services industry

Current & Past Employments

FLIGHTPATH FINANCIAL PLANNING·CRD# 318701
RIA
445 Marine View Avenue Suite 305, Del Mar, CA 92014
June 17, 2022 - Present
NEXT GEN FINANCIAL PLANNING·CRD# 283233
RIA
San Diego, CA
November 23, 2017 - July 13, 2022

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Current Firm

FLIGHTPATH FINANCIAL PLANNING
FLIGHTPATH FINANCIAL PLANNING

FLIGHTPATH FINANCIAL PLANNING | FLIGHTPATH FINANCIAL PLANNING LLC

CRD#: 318701
California
Registered Investment Advisory firm - California (6/17/2022 Approved)
Texas
Registered Investment Advisory firm - Texas (7/11/2022 Conditional Restricted)

Contact Information

Main Address

445 Marine View Avenue Suite 305, Del Mar, CA 92014

Phone Number

(858) 386-0917

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

196

AUM (Assets Under Management)

$11,066,876

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(6/17/2022)
IAR
Texas
(7/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2017About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Farrow's CRS (Customer Relationship Summary).

Services Offered by Michael

  • Estate & Legacy Planning
  • Tax Planning
  • Cashflow & Budgeting
  • Retirement Planning
  • Risk Management & Insurance
  • Financial Planning
  • Business Services
  • Investment Management

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Michael Thomas Farrow
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