Brandon Parkhurst is a CFP-designated registered investment advisor at Parkhurst Consulting CPA PC, based in Cedar Park, TX, with 20 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9 clients with $4.4M 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 - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
1603 Medical Parkway, Bldg 3, Suite 300, Cedar Park, TX, 78613
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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
Brandon is a CPA since 2002 and the owner/shareholder of Parkhurst & Associates CPA PC, a tax and accounting firm. He dedicates about half of his time to the accounting firm.
Employment History
Current Registrations
Parkhurst Consulting CPA PC
Previous Registrations
Cain, Watters & Associates, P.L.L.C.
State Registrations1 state
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