Firm
Parkstone Wealth Management
Arlington, Texas
Fee-only
Parkstone Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 21 individual clients, 15 of them high net worth.
- Its average account is about $2.4 million (assets it manages divided by its 87 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Arlington, Texas |
|---|---|
| Website | parkstonewealth.com |
| Phone | (817) 962-0068 |
Parkstone Wealth Management fees
Parkstone Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $211 million |
| Individual clients | 6 |
| High-net-worth clients | 15 |
| Accounts managed | 87 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-78430) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 168253 |
Advisors at this firm (3)
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