Parker Vaughan is a CFP-designated registered investment advisor at Financial Counseling, INC., based in Springboro, OH. Parker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 417 clients with $100M 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 $3.0M | 1.00% |
| $3M+ | 1.00% |
Strategic Asset Allocation is 1.00% up to $3M and negotiable above $3M. Tactical Asset Allocation is 1.50% up to $3M and negotiable above $3M. Maximum annual fee will not exceed 2.00%.
Fee Estimator
Location
582 N. Main St., Springboro, OH, 45066
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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 →Employment History
Current Registrations
Financial Counseling, INC.
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
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