Parkmont Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$42,852,724
Clients
509
Advisors
4
of 6 employees
About
Parkmont Wealth Advisors provides advisory services to individuals, high‑net‑worth individuals, and charitable organizations, offering both discretionary and non‑discretionary portfolio management and related planning services. The firm charges asset‑based fees and prepares an individualized Investment Policy Statement for each client to document goals, time horizon, and risk tolerance.
The firm’s investment work draws on charting, cyclical, fundamental, quantitative, and technical analysis and implements both long‑term and short‑term trading strategies across mutual funds, equities, fixed income, real estate funds, ETFs (including leveraged/inverse and precious‑metals ETFs) and TIPS. Parkmont generally requests discretionary trading authority, monitors portfolios regularly, and states policies intended to allocate investment opportunities and transactions fairly across client accounts.
Notably, several representatives are licensed insurance agents with Retirement Solutions Plus LLC and may offer commissionable insurance products in addition to advisory services; the brochure discloses this as a potential conflict of interest while noting clients are not required to use those services. The firm also requires custody at specified custodians (Schwab Institutional and Nationwide Advisory Services), uses Schwab’s platform capabilities for billing and operations, and manages client assets internally rather than engaging third‑party investment managers.
Client services
Expertise
Fee options
$0 - $99,999: 1.98% $100,000 - $249,999: 1.86% $250,000 - $499,999: 1.74% $500,000 - $999,999: 1.56% $1,000,000 - $1,999,999: 1.32% $2,000,000+: 0.96%
Parkmont representatives are licensed insurance agents and may receive commissions from insurance products; however, Parkmont's advisory services themselves do not charge commissions.
Main office
900 Croghan Street
Fremont OH 43420
Advisors at this office
4
Most active in
Ohio · Texas
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Advisors at this firm
Eliot P
Series 65
Fremont, OH
Parkmont Wealth Advisors LLC
Eliot Parker is a financial advisor at Parkmont Wealth Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Parkmont since 2017. Prior to that, he was with Horter Investment Management, LLC, and he also serves as president of Retirement Solutions Plus, a financial planning firm focused on marketing health fixed annuities to seniors. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and employing both long-term and short-term trading strategies. The firm constructs portfolios from a broad range of investment vehicles and offers discretionary management tailored to client goals, tax considerations, and risk tolerance.
Charles C
Series 65
Fremont, OH
Parkmont Wealth Advisors LLC
Charles Corthell is a financial advisor at Parkmont Wealth Advisors LLC with a Series 65 designation. He has experience working at Retirement Solutions Plus LLC, PNC Bank, TW3 Lawn & Snow, and Fremont Ross City Schools. Corthell has no prior industry experience as a financial advisor. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and a mix of investment vehicles. The firm offers discretionary management with a focus on individualized Investment Policy Statements and utilizes Schwab Institutional for custody and trading services.
Anthony M
Series 65
Fremont, OH
Parkmont Wealth Advisors LLC
Anthony Messina is a financial advisor at Parkmont Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Sandusky County DJFS and Allstate Risk Management Business Center. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a mix of analytical methods and employing both long- and short-term trading strategies. The firm builds portfolios from a variety of asset classes and uses Schwab Institutional for custody and technology services.
Robert P
Series 63
Fremont, OH
Parkmont Wealth Advisors LLC
Robert Parker is a financial advisor with Parkmont Wealth Advisors LLC in Fremont, Ohio, holding a Series 63 designation and 22 years of industry experience. Prior to joining Parkmont in 2018, he worked at Horter Investment Management, LLC and Sigma Financial Corporation. Outside of his advisory role, Parker owns and operates Parker Investment & Insurance Services, an insurance and investment business he has managed since 1985. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of analytical methods and both long- and short-term trading strategies to build diversified portfolios. The firm emphasizes individualized investment policy statements and utilizes Schwab Institutional for custody and technology support.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")