Legal

Regulatory Disclosures

Last updated: October 5, 2026

Advisory services are provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Farther Finance Advisors LLC’s charges and expenses. For further information, please refer to our Form ADV Part 2, Terms of Use, and Privacy Policy – available at Farther.com.

Human Wealth™ at Farther

Human Wealth™ is the brand under which Scott Coles and David Coles, Senior Wealth Advisors of Farther Finance Advisors LLC, offer advisory services. Farther Finance Advisors LLC is the registered investment adviser.

Fees

Advisory fees and how they are charged are described in Farther's Form ADV Part 2A, linked below.

Custodian and Platform

Client assets are held at Schwab, Fidelity, Pershing, and Apex Clearing through the Farther platform. Farther Finance Advisors, LLC is separately owned and independently operated.

Investment Products and Services

Available to residents of: Arizona, California, Colorado, Florida, Idaho, Montana, Nevada, New Jersey, Ohio, Utah, Washington.

Fee-Based Advisory Services

Available to residents of: California, Utah.

Insurance Products

Licensed to sell in: California, Colorado, Connecticut, Florida, Minnesota, Missouri, Nevada, New York, Ohio, Oregon, Texas, Utah, Washington.

Regulatory Documents

Each link opens Farther's or the SEC's own copy.