Megan Parrish
Berkeley, Inc. · Boise, Idaho
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.
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Facts
| Firm | Berkeley, Inc. |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $573.9M across 769 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in ID · CRD 7861796 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | berkeleyinc.com |
How Megan's firm compares
- Berkeley, Inc.'s average account is about $746,000, from its Form ADV (assets managed divided by 769 accounts).
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Questions about Megan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Berkeley, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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