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CFP
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CFP

Patricia Parker

Accurate Wealth Management, LLC
24 Years of Experience
Zionsville, IN
2 Disclosures
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Patricia Parker is a CFP-designated registered investment advisor at Accurate Wealth Management, LLC, based in Zionsville, IN, with 24 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,989 clients with $1.1B in assets under management.

Accurate Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$384K average
Assets Under Management
$1.1B

Fee Structure

Accurate Wealth Management manages investment portfolios for a fee based on a percentage of the assets managed. The maximum annual management fee is 2.50%, and this fee is negotiable. The fee is calculated and charged quarterly in advance. Clients may aggregate accounts to negotiate a lower fee. This fee does not include brokerage and custodial fees.

View Full SEC Brochure

Location

75 N Main Street, Zionsville, IN, 46077

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2023
Final
Regulatory
April 2013
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Patricia holds a registered nursing license but does not work in the nursing industry. She does not receive any compensation and spends no time on nursing-related activities.

Employment History
Current Registrations
Accurate Wealth Management, LLC
August 2025 - Present · 9 mos
Patricia Heaton Parker, CFP
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Xypn Invest
November 2024 - March 2025 · 4 mos
Patricia Heaton Parker, CFP
January 2017 - December 2017 · 11 mos
Patricia Heaton Parker, CFP
September 2015 - December 2016 · 1 yr 3 mos
Madison Avenue Securities, INC.
November 2011 - September 2012 · 10 mos
Madison Avenue Securities, INC.Broker
November 2011 - September 2012 · 10 mos
Transamerica Financial Advisors, INCBroker
December 2004 - May 2011 · 6 yrs 5 mos
Transamerica Financial Advisors, INC.
December 2004 - May 2011 · 6 yrs 5 mos
Usallianz Securities, INC.
February 2004 - December 2004 · 10 mos
Usallianz Securities, INC.Broker
May 2003 - December 2004 · 1 yr 7 mos
Primevest Financial Services, INC.Broker
February 2002 - April 2003 · 1 yr 2 mos
Metlife Securities INC.Broker
October 2001 - January 2002 · 3 mos
Metropolitan Life Insurance CompanyBroker
October 2001 - January 2002 · 3 mos
American Investors Group, INC.Broker
January 2001 - December 2001 · 11 mos
Conseco Securities, INC.Broker
June 2000 - December 2000 · 6 mos
Franklin Financial Services CorporationBroker
November 1999 - June 2000 · 7 mos
Pruco Securities CorporationBroker
January 1998 - October 1999 · 1 yr 9 mos
State Registrations2 states
CAIN
Advisor

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.

Exams
No exam information available for this advisor.
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