A complete list of active advisors currently associated with Parkhurst Consulting CPA PC

Warmer can help you find a great advisor at Parkhurst Consulting CPA PC or one who fits your needs even better.

Parkhurst Consulting CPA PC serves individuals (including high-net-worth clients), families, trusts and estates, businesses, and pension/profit-sharing plans, providing discretionary portfolio management and written financial planning alongside tax, estate, risk-management and business accounting services. The firm operates on a fee-only basis and does not accept commissions or finder's fees. The firm builds customized asset allocations using Modern Portfolio Theory supplemented by fundamental and economic analysis and generally follows a long-term, buy-and-hold approach that emphasizes no-load, low-expense mutual funds and ETFs while retaining the ability to use individual securities when appropriate. It provides discretionary management through Schwab Institutional, conducts periodic rebalancing, and may aggregate trades (block trading) across client accounts for execution. What distinguishes this firm is its structure and scale: it is organized as an accounting/CPA practice that consolidated investment-advisory services into the same entity, with the firm’s principal devoting the majority of time to accounting and tax work and a smaller portion to advisory work—creating potential conflicts when clients also purchase accounting services or roll retirement assets into managed accounts. The firm discloses and seeks to mitigate those conflicts (Code of Ethics, disclosures), offers integrated tax/estate/valuation capabilities not always found at similarly sized advisers, and manages a very small, concentrated client base (one advisory professional, roughly seven clients and about $5.34 million in discretionary AUM).

To learn more about the advisors currently working at Parkhurst Consulting CPA PC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.