Firm
Parabla
Oak Ridge, North Carolina
Fee-only
Parabla at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 36 individual clients, 8 of them high net worth.
- Its average account is about $613,000 (assets it manages divided by its 37 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Oak Ridge, North Carolina |
|---|---|
| Website | parabla.io |
| Phone | (336) 803-2825 |
Parabla fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.25% to 1% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Portfolio Management tiers are as little as 0.25% or as much as 1% of AUM (Assets Under Management) per year, depending on the amount of assets." source
"Portfolio Management tiers are as little as 0.25% or as much as 1% of AUM (Assets Under Management) per year, depending on the amount of assets." source
"Portfolio Management tiers are as little as 0.25% or as much as 1% of AUM (Assets Under Management) per year, depending on the amount of assets." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $23 million |
| Individual clients | 28 |
| High-net-worth clients | 8 |
| Accounts managed | 37 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-127129) |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 323978 |