Stacy Rerick is a CFP-designated registered investment advisor at Para Wealth Advisors, INC., based in Camas, WA, with 22 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 257 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Para Wealth Advisors charges an annual fee for managing your investments, ranging from 0.50% to 2% of the value of your portfolio. The exact fee depends on the client relationship, the amount invested, and your specific needs. Fees may be negotiable. There is a $500,000 minimum account balance, but exceptions may be made.
Location
2005 SE 192nd Ave Suite 200, Camas, WA, 98607
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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 Activities
Stacy is a manager for multiple private offerings through SFA Commercial, LLC. This investment-related activity requires minimal time.
Employment History
Current Registrations
Para Wealth Advisors, INC.
Previous Registrations
Security First Advisors
State Registrations2 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.