Zane Parrott
Advisor at Rea Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Rea Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
New Philadelphia, OH 44663
Credentials
Series 63, Series 65
Industry experience
2 years
Zane Parrott is a financial advisor at Rea Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MWA Financial Services and Modern Woodmen of America. Outside of advising, he spends a portion of his time on fixed insurance sales conducted at his branch location. Rea Wealth Management is a multi-advisor, SEC-registered firm managing approximately $892 million for around 890 clients. The firm provides customized and model-based portfolios using a mix of equity and fixed-income strategies, along with comprehensive financial planning and asset-allocation services.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.10% $2,000,001+: 1.00%
$250.00 per hour
419 W High Ave
New Philadelphia, OH 44663
Ohio
Commonwealth Financial Network
2026 - Present (1 year)
Rea Wealth Management
2026 - Present (1 year)
Commonwealth Financial Network
2025 - 2026 (1 year)
Rea Wealth Management
2025 - 2026 (1 year)
MWA Financial Services, Inc.
2023 - 2025 (2 years)
Modern Woodmen of America
2023 - 2025 (2 years)
Lowes Home Improvement
2019 - 2022 (3 years)
old carolina bbq company
2017 - 2019 (2 years)
Cold Creek Club Lambs
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")