Benjamin Porras
Investment adviser representative at Farther
13 yearsExperience
2 statesRegistered in
CFADesignation
$16BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- FartherSep 2025 to now
- Arrowroot Financial Services, LLCMay 2021 to Dec 2021
- Arrowroot Family OfficeFeb 2019 to Sep 2025
- Ep Wealth AdvisorsFeb 2013 to Feb 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4629620
- Firm CRD
- 302050