Thomas Haggerty
Parable Wealth Advisors · St Augustine, Florida
Thomas Haggerty is a fee-only financial advisor at Parable Wealth Advisors in St Augustine, Florida, who holds the CFA credential. Parable Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Parable Wealth Advisors |
|---|---|
| Based in | St Augustine, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $176.3M across 271 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 4230340 |
| Exams passed | Series 63 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.parableadvisors.com |
How Thomas's firm compares
- Parable Wealth Advisors's average account is about $651,000, from its Form ADV (assets managed divided by 271 accounts).
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Questions about Thomas
Is Thomas Haggerty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Parable Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Parable Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Haggerty based?
Thomas Haggerty is based in St Augustine, Florida.
What credentials does Thomas Haggerty hold?
Thomas Haggerty holds the CFA credential.
Is Thomas Haggerty registered with the SEC?
Yes. Thomas Haggerty is registered as an investment adviser representative in FL and TX (CRD 4230340), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Parable Wealth Advisors manage?
Parable Wealth Advisors reports $176.3M across 271 accounts in assets under management.
How do I contact Thomas Haggerty?
Through Thomas's website, www.parableadvisors.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.
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