Parable Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$156,998,830
Clients
88
Advisors
4
of 5 employees
About
Parable Wealth Advisors provides discretionary and non‑discretionary portfolio management, retirement plan advisory, financial planning, and held‑away asset management to individuals, high‑net‑worth clients, corporations, and pension and profit‑sharing plans. The firm reports roughly $176 million in discretionary assets and manages a mix of retail and institutional relationships across fewer than 100 client accounts.
Parable tailors investment advice and asset allocations to individual client goals, generally employing equities, exchange‑traded funds, mutual funds, fixed income and alternative investments, with ongoing monitoring and periodic rebalancing. The firm supports both on‑platform management and the management of held‑away accounts via an order management system and may recommend third‑party managers where appropriate.
What distinguishes the firm from many peers is that its owners are also active in a law practice and in real estate development and holding companies; Parable discloses the potential for cross‑referrals but states clients are not required to use affiliated legal or real estate services and that no referral fees are paid by its real estate holding companies. The firm documents these relationships and related conflicts in its disclosures and Code of Ethics, and it offers integrated planning (including offsetting planning fees for clients who adopt its portfolio management service).
Client services
Expertise
Fee options
Financial planning flat fee of $2,500, negotiable depending on scope and complexity
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001 - $6,000,000: 0.70% $6,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Main office
460 A1 A Beach Blvd.
St Augustine FL 32080
Advisors at this office
4
Most active in
Florida · Texas
Also doing business as
Parable Wealth Advisors · Parable, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John G
Series 65
St Augustine, FL
Parable Wealth Advisors
John Ginn is a financial advisor at Parable Wealth Advisors with eight years of industry experience. He holds a Series 65 designation and has worked at Parable since 2020, following two years at Naples Wealth Planning. Ginn is also a 50% owner and shareholder of Ginn & Patrou, PA, a law firm, and holds ownership and management interests in related title and real estate development companies. Parable Wealth Advisors provides discretionary and non-discretionary portfolio management, retirement plan advisory, financial planning, and held-away asset management to individuals, high-net-worth clients, corporations, and pension and profit-sharing plans. The firm manages approximately $176 million in discretionary assets and offers tailored investment advice using a range of securities while supporting integrated planning alongside its affiliated legal and real estate businesses.
Thomas H
CFA®, Series 63
St Augustine, FL
Parable Wealth Advisors
Thomas Haggerty is a CFA® charterholder with 10 years of experience in the financial advisory industry. He has worked at Parable Wealth Advisors since 2019 and previously held roles at Wealth Enhancement Group and Retirement Strategies, Inc. He holds a Series 63 license and is based in Jacksonville Beach, FL. Parable Wealth Advisors is a SEC-registered investment adviser that serves individuals, corporations, and retirement plans with portfolio management, retirement-plan consulting, and financial planning. The firm employs a range of investment vehicles and uses a specialized order management platform to provide tax-efficient asset location and opportunistic rebalancing, operating as a small, team-based practice with additional legal and real estate services offered separately by some principals.
Jonathan H
Series 65
St Augustine, FL
Parable Wealth Advisors
Jonathan Hermes is a financial advisor at Parable Wealth Advisors with one year of industry experience. He holds a Series 65 designation and is also a partner with a 10% equity stake in Ginn & Patrou, a law firm based in St. Augustine, FL. Additionally, he serves as a bar grader for the Florida Board of Bar Examiners. Parable Wealth Advisors is an SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm provides portfolio management, retirement-plan consulting, and financial planning, tailoring portfolios with a range of investment vehicles and employing tax-efficient strategies for held-away retirement accounts.
Stephen K
CFP®
St Augustine, FL
Parable Wealth Advisors
Stephen Kyle is a CFP® professional with 10 years of industry experience. He is currently with Parable Wealth Advisors in St. Augustine, FL, where he has worked since 2024. Prior to that, he held multiple roles at River Capital Advisors, LC from 2015 to 2023. Parable Wealth Advisors serves individuals, corporations, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm customizes portfolios using a range of investment vehicles and employs tax-efficient strategies, including the use of an order management platform for held-away retirement accounts.
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