Park Financial Planning Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,538,092
Clients
10
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$153,809
About
Park Financial Planning Solutions, LLC provides financial planning, portfolio management, consulting and general educational seminars to individuals, high-net-worth individuals, and families. The firm reports managing approximately $504,950.53 on a discretionary basis and $1,033,142.40 on a non-discretionary basis across a small client base of about ten households.
The firm’s advice is built around client-specific investment plans that use asset allocation, diversification and strategic portfolio management informed by economic and fundamental analysis, cash-flow modeling and tax planning. While it can accept discretionary authority, a majority of assets are managed non-discretionarily and clients may impose investment restrictions or choose custody arrangements with the recommended custodian, Altruist.
Compared with many independent peers, the firm’s combination of a predominantly non-discretionary asset base and the provision of public seminars—explicitly including sessions on the FERS retirement system for federal employees—is uncommon. The firm also offers multiple billing options (AUM, hourly, and flat-fee) and relies on Altruist’s platform for trading, custody, reporting and related operational services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Consulting services
Expertise
General retirement planning
General tax planning
Occupation focus
Government Employee
Fee options
Up to a negotiable fixed fee of $10,000
$0 - $1,000,000: 1.0% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.40%
Up to a negotiable fixed fee of $400 per hour
Fee-only: Flat fees up to $10,000; hourly fees up to $400 per hour; percentage of AUM based on tiers as detailed.
Main office location
Park Financial Planning Solutions, LLC
Stafford VA, United States
Number of offices
1
Most active in
Park Financial Planning Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
-
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.
Forms ADV
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