Parkmount Financial Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,320,608
Clients
50
30% 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
50
HighAverage account size
$806,412
About
The firm provides investment advisory and financial planning services to individuals, trusts, estates, corporations and employer-sponsored retirement plans, offering asset management, comprehensive portfolio management, standalone and ongoing financial planning, and retirement plan consulting. It reports managing approximately $40.3 million in discretionary assets for about 50 clients and may engage third‑party money managers to implement client portfolios.
Portfolios are tailored to client objectives and may include individual stocks and bonds, ETFs, mutual funds, alternative investments, structured notes and cryptocurrency-linked ETFs; accounts are continuously monitored and rebalanced as appropriate. The firm uses a mix of analytical approaches — including fundamental, technical, quantitative and sector analysis, along with duration management — and performs due diligence and ongoing reviews of third‑party managers and plan investments.
What is distinctive is that, despite being a solo independent adviser, the firm provides retirement plan consulting and accepts pension/plan sponsor engagements and ERISA fiduciary responsibilities, a practice less common among similarly sized independents. The brochure also discloses a resolved 2023 state registration matter that the firm addressed with the regulator and for which it retained new counsel, and it highlights use of alternative and structured products (and crypto-linked ETFs) that may be atypical for a firm of this scale.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Passive / index investing
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%
Hourly fee up to $315 per hour for financial planning and consulting services.
Ongoing subscription financial planning support charged at a semi-annual rate up to $15,000; initial fee up to $8,000 for plan construction.
Account minimum: $100,000 Minimum fee: Written financial plans are generally assessed a minimum fee of $2,500. Fee-only: Financial planning and consulting services charged on an hourly fee basis up to $315/hour; ongoing subscription financial planning charged up to $15,000 semi-annually; initial comprehensive plan fee up to $8,000.
Main office location
Parkmount Financial Partners LLC
146 Front St, #211
Scituate MA 02066, United States
Number of offices
2
Most active in
Parkmount Financial Partners LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Rhode Island · Texas
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.
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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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