Adam Bornn
Parallel Wealth Financial Group · Langley, British Columbia, Canada
Adam Bornn is a fee-only financial advisor at Parallel Wealth Financial Group in Langley, British Columbia, Canada, who holds the CFP and CLU credentials. Adam charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee (one-time plans from C$3,500) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Parallel Wealth Financial Group |
|---|---|
| Based in | Langley, British Columbia, Canada |
| Fee model | Flat fee or retainer · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from C$3,500 |
| Accepting new clients | Yes |
| Credentials | CFP · CLU |
| Website | www.parallelwealth.com/planning |
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Questions about Adam
Is Adam Bornn a fee-only financial advisor?
Yes. Adam Bornn is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does Adam charge for financial advice?
Adam charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee.
How much does Adam charge?
According to Parallel Wealth Financial Group's website, checked October 28, 2026: one-time plans from C$3,500.
Where is Adam Bornn based?
Adam Bornn is based in Langley, British Columbia, Canada.
What does Adam specialize in?
Adam's specialties include retirement planning, tax planning, estate & legacy planning, small business owners and real estate investors. Adam works with retirees and pre-retirees.
What credentials does Adam Bornn hold?
Adam Bornn holds the CFP and CLU credentials.
How do I contact Adam Bornn?
Through Adam's website, www.parallelwealth.com/planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Parallel Wealth Financial Group website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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