Park Financial Planning Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Stafford VA
Advisors at this office
1
Most active in
Virginia
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.
Forms ADV
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