Parallel Equity Advisors Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$44,829,270
Clients
384
Advisors
5
of 5 employees
About
Parallel Equity Advisors Ltd. provides personalized financial planning and investment management to individuals, retirement plans, trusts, estates and charitable organizations. The firm offers ongoing portfolio management, ERISA plan advisory services and financial planning and consulting tailored to each client’s objectives.
Investment management at the firm is delivered on a non‑discretionary basis, with client consultation prior to trades, documented investment policy statements and periodic account reviews; the firm also typically serves as a limited‑scope ERISA 3(21) fiduciary for plan sponsors, assisting with investment selection and monitoring. Methods of analysis include fundamental and technical analysis, and recommendations are intended to reflect each client’s stated time horizon, goals and risk tolerance.
Noteworthy features include a predominantly non‑discretionary asset base—$50,364,473 reported as non‑discretionary AUM as of December 31, 2025—which is uncommon for similarly sized team firms. The firm’s principals also maintain outside business activities as licensed insurance agents and registered representatives of a broker‑dealer and may offer insurance or brokerage products outside the advisory relationship; those affiliations and potential conflicts are disclosed and clients are not required to purchase those products.
Client services
Expertise
Occupation focus
Fee options
Financial planning services negotiable fixed fee up to $5,000
$0 - $24,999: 2.00% annually $25,000 - $49,999: 1.75% annually $50,000 - $99,999: 1.50% annually $100,000 - $249,999: 1.25% annually $250,000 - $499,999: 1.00% annually $500,000 - $999,999: 0.90% annually $1,000,000 - $4,999,999: 0.80% annually $5,000,000+: 0.70% annually
$250 per hour for financial planning services
Fee-only: Financial planning fixed fees up to $5,000 based on complexity; hourly fee $250 per hour
Main office
5650 Blazer Parkway, Suite 112
Dublin OH 43017
Advisors at this office
5
Most active in
Georgia · Indiana · Ohio · Pennsylvania
Also doing business as
Parallel Equity Advisors Ltd. · Parallel Equity Advisors Ltd., LLC · Symphony Partners Advisory Ltd. · Symphony Partners Advisory Ltd., 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Vance B
CFP®
Dublin, OH
Parallel Equity Advisors Ltd.
Vance Bennett is a CFP® professional with 24 years of industry experience, currently serving at Parallel Equity Advisors Ltd. since 2018. He has also worked at Fortune Financial Services, Inc. and Quest Capital Strategies, Inc., and has operated his own advisory practice since 1996. Outside of financial advising, he owns and operates a tax preparation business and is licensed as an insurance agent specializing in life, health, and annuities. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives, time horizons, and risk tolerances.
Bart F
CFP®, ChFC®, Series 63
Dublin, OH
Parallel Equity Advisors Ltd.
Bart Fisher is a CFP® and ChFC® with five years of industry experience. He is affiliated with Parallel Equity Advisors Ltd. in Dublin, OH, and has previously worked at Northwestern Mutual and Roger Smith Insurance. Fisher also holds a role as an insurance agent with Symphony Partners Advisory LTD., LLC. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives, time horizons, and risk tolerances.
Ryan S
Series 63, Series 65
Dublin, OH
Parallel Equity Advisors Ltd.
Ryan Smith is a financial advisor with Parallel Equity Advisors Ltd. in Dublin, Ohio, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been associated with Symphony Partners Advisory Ltd., LLC, Symphony Partners, and Fortune Financial Services, Inc. since 2009. Outside of advisory work, he is a partner and insurance agent involved in insurance services through Symphony Partners. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives, time horizons, and risk tolerances.
Aaron G
Series 63, Series 65
Dublin, OH
Parallel Equity Advisors Ltd.
Aaron Gardner is a financial advisor at Parallel Equity Advisors Ltd. in Dublin, OH, with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and has been associated with Parallel Equity Advisors Ltd. since 2010. Gardner also maintains roles as a registered representative at Fortune Financial Services, Inc. and as an insurance agent with Symphony Partners. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management to individuals, retirement plans, trusts, estates, and charitable organizations. The firm delivers primarily non-discretionary investment management and serves as a limited-scope ERISA 3(21) fiduciary, focusing on client consultation, documented investment policies, and periodic account reviews.
Bianka F
Series 63, Series 65
Dublin, OH
Parallel Equity Advisors Ltd.
Bianka Fisher is a financial advisor with Parallel Equity Advisors Ltd. in Dublin, Ohio. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Parallel Equity Advisors, she held roles with Fortune Financial Services, Inc. and Symphony Partners, where she is also a registered representative and insurance agent. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm delivers investment management primarily on a non-discretionary basis, incorporating fundamental and technical analysis to align recommendations with each client’s objectives and risk tolerance.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)