Firm
Parrish Capital
Kennesaw, Georgia
Fee-only
Parrish Capital at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 3 employees and 234 individual clients, 65 of them high net worth.
- Its average account is about $366,000 (assets it manages divided by its 410 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Kennesaw, Georgia |
|---|---|
| Website | parrishcapital.com |
| Phone | (800) 618-1940 |
Parrish Capital fees
Parrish Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $150 million |
| Individual clients | 169 |
| High-net-worth clients | 65 |
| Accounts managed | 410 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-130856) |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 172783 |