Paula Parrish
Blueline Advisors · Exeter, New Hampshire
Paula Parrish is a fee-only financial advisor at Blueline Advisors in Exeter, New Hampshire, who holds the CFP credential. Paula focuses on small business owners. Blueline Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Blueline Advisors |
|---|---|
| Based in | Exeter, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $247.2M across 510 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 2188700 |
| Exams passed | Series 63 (1992) · Series 66 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.blueline-advisors.com |
| Profile |
How Paula's firm compares
- Blueline Advisors's average account is about $485,000, from its Form ADV (assets managed divided by 510 accounts).
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Questions about Paula
Is Paula Parrish a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paula holds no broker registration, and Blueline Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paula charge for financial advice?
Paula's firm, Blueline Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Paula work with clients virtually?
Yes. Blueline Advisors says on its website that it works with clients remotely.
Where is Paula Parrish based?
Paula Parrish is based in Exeter, New Hampshire.
What does Paula specialize in?
Paula's specialties include small business owners.
What credentials does Paula Parrish hold?
Paula Parrish holds the CFP credential.
Is Paula Parrish registered with the SEC?
Yes. Paula Parrish is registered as an investment adviser representative in NH (CRD 2188700), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blueline Advisors manage?
Blueline Advisors reports $247.2M across 510 accounts in assets under management.
How do I contact Paula Parrish?
Through Paula's website, www.blueline-advisors.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
- Blueline Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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