Para Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Para Wealth Advisors serves individual investors, businesses, and fiduciary entities such as trusts and estates, providing financial planning, investment management, and integrated wealth management services including retirement, tax, insurance review, education funding, and estate planning. The firm works with individual clients on ongoing portfolio management and tailored financial plans.
The firm’s investment approach combines fundamental and technical analysis with an asset-allocation framework and generally a long-term orientation while allowing for shorter-term trading when appropriate. Although the firm reported $221,029,745 in non-discretionary AUM and no discretionary AUM as of December 31, 2025, it adopted a policy to accept only discretionary advisory services for new clients beginning January 1, 2026 and intends to transition existing clients over time.
Noteworthy features include a small advisory team managing a relatively large asset base and the existence of legacy positions in private investment offerings where the firm or its principals retain minority interests and may receive indirect compensation for ongoing due diligence. The firm also typically recommends a particular custodian and generally does not accept proxy-voting authority on client accounts, and it aggregates client trades when practical for execution and allocation.
Client services
Expertise
Fee options
0.50% to 2.00% annually, exact fee based on client relationship, assets under management, and client needs; fees may be negotiable
$395 per hour for financial planning services
Account minimum: $300,000 (with exceptions under certain circumstances)
Main office
2005 SE 192nd Ave Suite 200
Camas WA 98607
Advisors at this office
3
Most active in
Arizona · California · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Stacy R
CFP®, Series 66
Camas, WA
Para Wealth Advisors, Inc.
Stacy Rerick is a CFP® and Series 66-licensed advisor with 22 years of industry experience. She has worked at Para Wealth Advisors, Inc. since 2022 and previously spent 15 years at Russell Wilkinson Rerick, Inc. and 19 years at Security First Advisors. She also manages strategic operations for multiple private offerings through SFA Commercial, LLC. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm’s investment approach combines fundamental and technical analysis within an asset-allocation framework, focusing on long-term orientation while allowing for shorter-term trading when appropriate.
Teresa M
CFA®, Series 63
Camas, WA
Para Wealth Advisors, Inc.
Teresa Meyer is a CFA® charterholder with 16 years of industry experience. She is currently with Para Wealth Advisors, Inc., where she has worked since 2022. Her prior experience includes roles at Security First Advisors and U.S. Trust, Bank of America, N.A. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm employs a combined fundamental and technical analysis investment approach within an asset-allocation framework, focusing primarily on long-term orientation while allowing for shorter-term trading when appropriate.
Courtney K
Series 65
Camas, WA
Para Wealth Advisors, Inc.
Courtney Karella is a financial advisor at Para Wealth Advisors, Inc. with nearly a decade of industry experience, including roles at Security First Advisors and Pinnacle Wealth Advisors. She holds the Series 65 designation and has been with Para Wealth Advisors since 2025. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities by providing financial planning, investment management, and integrated wealth management services. The firm combines fundamental and technical analysis within an asset-allocation framework and primarily maintains a long-term investment orientation while accommodating shorter-term trading as appropriate.
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