A complete list of active advisors currently associated with Franklin, Parlapiano, Turner & Welch LLC

Warmer can help you find a great advisor at Franklin, Parlapiano, Turner & Welch LLC or one who fits your needs even better.

Franklin, Parlapiano, Turner & Welch LLC advises high‑net‑worth individuals, trusts, and estates and provides fee‑only asset management and comprehensive financial planning through its Managed Account Program, including retirement distribution strategies, college planning, and multigenerational wealth management. The firm reports approximately $811,462,871 in discretionary assets under management across about 104 client relationships as of December 31, 2025. FPTW uses a client intake process and an Investment Policy Statement to place clients into one of seven model allocations (Aggressive Growth to Ultra Conservative) and applies fundamental analysis to select mutual funds, ETFs, individual bonds and equities. With client authorization the firm generally manages accounts on a discretionary basis, performs ongoing monitoring and rebalancing, and offers the FPTW Global Stock Program, which requires purchasing a firm‑selected group of individual stocks for the allocated portion of a portfolio. Noteworthy distinctions include operating as a wrap‑fee program sponsor that bundles portfolio management, trade execution and custody (typically through Fidelity/NFS) into a single, all‑inclusive fee and generally requiring an aggregate relationship minimum of $3,000,000 (waivable at the firm’s discretion). The firm also provides certain administrative accommodations—such as paying individual tax return preparation for clients that place more than $3,000,000 in the Managed Account Program—and discloses receipt of custodial support services from Fidelity while managing all client assets on a discretionary basis.

To learn more about the advisors currently working at Franklin, Parlapiano, Turner & Welch LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.