James Parry
James Parry is a ChFC-designated registered investment advisor at Arkadios Wealth Advisors, based in Frisco, TX, with 35 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
2591 N Dallas Parkway #300, Frisco, TX, 75034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is the owner of Parry Financial, where he performs financial planning and administrative duties, dedicating full-time hours to this role. He is also an insurance agent appointed with multiple life, disability, and long-term care insurance companies, spending about 10-20% of his time on advanced estate planning, income planning, asset protection, and wealth transfer.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Arkadios Wealth Advisors
Triad Advisors, LLC
Triad Advisors LLCBroker
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
Sws Financial ServicesBroker
Sws Financial ServicesBroker
Southwest Securities, INC.Broker
Fortis Investors, INC.Broker
Rauscher Pierce Refsnes, INC.Broker
Quest Capital Strategies, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.