Ashley Stephenson is a CFP-designated registered investment advisor at Parallel Advisors, LLC, based in Coppell, TX, with 4 years of industry experience. Ashley 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 4 more. Their firm serves 4,240 clients with $10B 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 $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
Fees are negotiable at the firm's discretion. There is a general minimum annual fee of $7,500. At no time shall the effective advisory fee exceed 2.00% of assets under management.
Fee Estimator
Location
3300 Olympus Blvd, Suite 125, Coppell, TX, 75019
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 →Employment History
Current Registrations
Parallel Advisors, LLC
Previous Registrations
Ellevest
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.
Exams
More Advisors
- Patrick Thuemmel, CFPSamalin Wealth
- Ahmed Lakhani, CFPEdward Jones
- Colton Shields, CFPGeneos Wealth Management, INC.
- James Gonzales, CFPWpwealth LLP
- John Peterson, CFPAdvisor Resource Council
- Nathan Ohlinger, CFPSimon Quick Advisors, LLC