Parkmount Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Parkmount Financial Partners LLC is a small, independent registered investment adviser that serves individuals and high‑net‑worth clients, trusts, corporations and employer retirement plans. Its services include discretionary asset management, comprehensive portfolio management, standalone and ongoing financial planning, and retirement plan consulting for plan sponsors and participants.
The firm’s investment process combines fundamental, quantitative and technical analysis across traditional and alternative asset classes, and portfolios are continuously monitored and rebalanced with the option to use third‑party money managers for implementation. It emphasizes client communication and tailored planning, offers an ongoing subscription planning option, and provides participant education and investment policy support for retirement plans.
Noteworthy for a firm of this size, Parkmount actively provides retirement plan consulting and accepts pension and profit‑sharing plan clients, and it acknowledges ERISA fiduciary responsibilities in plan engagements — services that a minority of independent advisers offer. The firm discloses a resolved 2023 registration matter with the state regulator, states that it does not sell commissionable securities in advisory accounts, and its management holds professional credentials supporting retirement and financial planning.
Client services
Expertise
Fee options
$100,000 - $499,999.99: 1.25% $500,000 - $1,249,999.99: 1.00% $1,250,000 - $2,999,999.99: 0.80% $3,000,000 - $7,499,999.99: 0.65% $7,500,000+: 0.50%
Financial planning and consulting maximum hourly fee up to $315/hour.
Ongoing subscription financial planning, semi-annual fixed fees up to $15,000 maximum, generally lower.
Account minimum: $100,000 Minimum fee: Financial planning and consulting services generally have a minimum fee of $2,500. Fee-only: Hourly fee for financial planning and consulting services up to $315/hour. Retainer typically 50% of fee. Also ongoing subscription financial planning with semi-annual fees up to $15,000 maximum and initial fee up to $8,000 (usually lower).
Main office
4 Brook Street, Suite 19
Scituate MA 02066
Advisors at this office
1
Most active in
Massachusetts · Rhode Island · 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 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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