# Megan Parrish

> Megan Parrish is a fee-only financial advisor at Berkeley, Inc. in Boise, Idaho, who holds the CFP and CFA credentials. Berkeley, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/megan-parrish/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Berkeley, Inc.
- **Based in:** Boise, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $573.9M across 769 accounts
- **Credentials:** CFP, CFA
- **CRD:** 7861796 (https://adviserinfo.sec.gov/individual/summary/7861796)
- **SEC registration:** Investment adviser representative in ID
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://berkeleyinc.com

## Frequently asked questions

### Is Megan Parrish a fee-only financial advisor?

Yes. Megan Parrish is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Megan's firm.

### How does Megan charge for financial advice?

Megan's firm, Berkeley, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Megan Parrish based?

Megan Parrish is based in Boise, Idaho.

### What credentials does Megan Parrish hold?

Megan Parrish holds the CFP and CFA credentials.

### Is Megan Parrish registered with the SEC?

Yes. Megan Parrish is registered as an investment adviser representative in ID (CRD 7861796), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Berkeley, Inc. manage?

Berkeley, Inc. reports $573.9M across 769 accounts in assets under management.

### How do I contact Megan Parrish?

Through Megan's website, berkeleyinc.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3101): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.berkeleyinc.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.