Stacy Rerick is a CFP-designated registered investment advisor at Para Wealth Advisors, INC., based in Camas, WA, with 23 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees generally vary between 0.50% and 2.00% depending on the client relationship, portfolio value, and specific needs. Fees may be negotiable.
Fee Estimator
Location
2005 SE 192nd Ave Suite 200, Camas, WA, 98607
Get directionsHistory
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.
Exams
More Advisors
- Teresa Meyer, CFAPara Wealth Advisors, INC.
- Francis Phillips, CFPFisher Investments
- Spencer Belnap, CFPFisher Investments
- Georgiy Shulikov, CFAFisher Investments
- Karsten Jeske, CFAShort Put Yield
- Beatrice Schultz, CFPWestface Financial Advisory