Rian Waterman

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About Rian Waterman

Rian has advised professionals, business owners and executives for over 15 years. Rian founded the Farther Accelerate team to help his clients meet five objectives: (1) Avoid the mistakes of their peers; (2) Maximize their current & future earnings potential; (3) Minimize their tax burden; (4) Position their businesses as attractive acquisition prospects; and (5) Prepare to exit on their terms successfully. We utilize a proven process to build, protect, and transfer generational wealth focusing on relentlessly executing strategies that move the needle.

See Disclosures

General Information

Firm Start Year

2019

No. of Employees

100-499

CRD#

5121837

Firm CRD#

302050

Name of Custodial Firm

Charles Schwab, Fidelity, APEX, Pershing

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Before joining Farther, Rian was a Vice President & Wealth Advisor at Goldman Sachs and United Capital Financial Advisors and an investment analyst for a boutique investment consulting firm. Rian began his career as a transactional attorney in private practice, primarily focusing on corporate finance, mergers and acquisitions, and ultra-high-net-worth estate planning. As an attorney, Rian helped dozens of business owners negotiate the sale of their businesses and restructure their legal affairs. However, he found that his clients had the most robust outcomes when they proactively set the stage for an eventual sale and had a plan for the next chapter of their lives. This experience led him to leave the law practice to pursue a more holistic advisor-client relationship within the wealth management space.

Work with the following types of clients

Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

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

CFA^®, JD, CEPA^®

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

$5,000,000,000+

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$100,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Flat Fee, Based on Assets

Fee % Based on Assets

Variable

Hourly Rate

Additional Details on Charges

$12,500 Minimum Fee $1,000,000 Minimum Managed Account Size Fee Rates Decrease as Managed Assets Increase

Minimum Fee Charged for Managed Accounts

$12,500

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor of Arts - Philosophy, Politics, Economics (PPE)

New York University
08/01/1999 -05/01/2003

Juris Doctor - Law

University of Iowa College of Law
08/01/2003 -12/31/2008

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892727/paladinregistry-Farther-Finance,-LLC-detailed-disclosure.html

Disclaimer

https://drive.google.com/file/d/15PrS0lcKRTwdiHJ1xVmRPIwja2uNkhRr/view?usp=drive_link

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