Parker Troutner
Parker Troutner is a registered investment advisor at Woodstock Wealth Management, INC., based in Willis, TX, with 9 years of industry experience. Parker 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, High Net Worth, and 3 more. Their firm serves 1,586 clients with $730M 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 | 1.00% |
The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.
Fee Estimator
Location
Willis, TX
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Regulatory History (1)
Criminal
April 2025Other Business ActivitiesSells Insurance
Parker is a sole proprietor offering non-securities insurance in Willis, Texas, since 2017. Parker dedicates minimal time to this activity.
Employment History
Current Registrations
Woodstock Wealth Management, INC.
Previous Registrations
Awm Financial Services INC.
AXA Advisors, LLCBroker
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
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