Parker Troutner
Parker Troutner is a registered investment advisor at Woodstock Wealth Management, INC., based in Shenandoah, 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, Investment Management, and 1 more. Their firm serves 1,538 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Woodstock Wealth Management (WWM) offers two investment management programs:
- Managed Account Program: Charges a flat annual percentage of the value of your portfolio, up to 2.50%. This fee is negotiable.
- Performance Fee Program: Charges 1% annually on the value of your portfolio, plus a performance fee of up to 20% of capital appreciation above the SPDR S&P 500 ETF Trust (SPY) benchmark. This performance fee is negotiable. Deposits can only be made on the anniversary date. Withdrawals during the year may require closing the account.
Both programs may also incur custodial fees and product fees.
Location
9002 Six Pines Drive, Suite #50, Shenandoah, TX, 77380
Get directionsHistory
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.