Parzych Financial Planning, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Parzych Financial Planning offers personalized investment management and financial planning services. Founded by Nicholas Parzych in December 2025 and located in Saco, Maine, the firm creates customized portfolios using technical, quantitative, fundamental, and economic analysis. Clients can receive ongoing portfolio management where the firm handles trades without asking first, always acting in the client's best interest. Additionally, the firm offers comprehensive or single-subject financial planning, general consulting, and works with independent managers when appropriate. Parzych Financial Planning has no account minimums and operates as a registered investment advisor legally required to act in your best interest. The owner also operates an affiliated tax services business, offering clients optional tax planning and preparation for a separate fee.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $2.0M0.85%
$2M+0.65%

Fees are negotiable depending on household complexity, total assets, and the method of portfolio management selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm