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- Custodian
- Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-18-2022
- Office Locations
- 1
Office Locations
About Financial Design Group, LLC
Financial Design Group, LLC is a Nebraska-based, family-owned RIA providing comprehensive financial planning and portfolio management across investment, income, education, estate distribution, and risk management needs. Led by managing members Brian and Christopher Farris (also the firm’s CCO), the team serves retail households and entrepreneurs, primarily implementing allocations through public funds and ETFs.
Reported data analysis
What the numbers show
Between October 22, 2025 and January 6, 2026, reported AUM increased 3.3%, from $109.8M to $113.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 216 clients, or 108 clients per representative. That equates to $525.0K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on January 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
BRIAN TIMOTHY FARRIS
Managing Member
- CRD
- #2946903
- Ownership
- 50% but less than 75%
CHRISTOPHER BRIAN FARRIS
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #6067648
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,390,453 | $215,162 |
| Non-Discretionary | $0 | -- |
| Total | $113,390,453 | $215,162 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Design Group, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.