Craig Parks
Craig Parks is a CFP-designated registered investment advisor at Houston Wealth Management, based in Houston, TX, with 20 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 16 clients with $6.6M 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 $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000. The firm minimum fee for Portfolio Management Services is $3,000.00 per year.
Fee Estimator
Location
1035 Dairy Ashford, Suite #222, Houston, TX, 77079
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 ActivitiesSells Insurance
Craig maintains active insurance licenses in Texas and may be licensed with various companies. Selling these products accounts for about 10% or less of his time.
Employment History
Current Registrations
Houston Wealth Management
Previous Registrations
Mitchell Clark & Company
Morgan Stanley
Ing Financial Advisers, LLC
State Registrations1 state
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.