Parker Lenz
Pinecrest Advisors · Kalispell, Montana
Parker Lenz is a fee-only financial advisor at Pinecrest Advisors in Kalispell, Montana. Pinecrest Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Parker →
Facts
| Firm | Pinecrest Advisors |
|---|---|
| Based in | Kalispell, Montana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $4.1M across 15 accounts |
| SEC registration | Investment adviser representative in WI · CRD 6222874 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pinecrestadvisors.com |
How Parker's firm compares
- Pinecrest Advisors's average account is about $271,000, from its Form ADV (assets managed divided by 15 accounts).
Request an introduction to Parker
Tell Parker a little about what you're looking for. Parker isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Parker
Is Parker Lenz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Parker holds no broker registration, and Pinecrest Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Parker charge for financial advice?
Parker's firm, Pinecrest Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Parker Lenz based?
Parker Lenz is based in Kalispell, Montana.
Is Parker Lenz registered with the SEC?
Yes. Parker Lenz is registered as an investment adviser representative in WI (CRD 6222874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pinecrest Advisors manage?
Pinecrest Advisors reports $4.1M across 15 accounts in assets under management.
How do I contact Parker Lenz?
Through Parker's website, www.pinecrestadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.