Parzych Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Parzych Financial Planning provides discretionary portfolio management, investment analysis, financial planning, and consulting to individuals, high‑net‑worth clients, trusts, estates, corporations and other business entities. Founded in December 2025, the firm currently reports no assets under management or clients and indicates it does not impose an account minimum.
The firm’s investment process blends technical and quantitative methods with fundamental, cyclical and economic analysis to inform both long‑ and short‑term strategies and strategic asset allocation. It may implement discretionary trading under a limited power of attorney, monitor and select third‑party managers, and notes it will absorb or adjust fees when using an outsourced platform.
Notable distinctions for a solo independent advisor include an affiliated tax services business offered to clients (disclosed as a potential conflict of interest) and an emphasis on model‑driven analysis more commonly found at larger firms. The firm’s principal brings long experience at a national brokerage/custodian prior to launching the advisory, and the brochure highlights a willingness to use third‑party managers and standing transfer authorizations despite the firm’s early‑stage size.
Client services
Expertise
Fee options
Fixed fees for consulting services typically range from $7,500 to $10,000.
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.85% $2,000,001+: 0.65%
$300 per hour for financial planning services.
Main office
Saco ME
Advisors at this office
1
Most active in
Maine
Also doing business as
Parzych Financial Planning · Parzych Financial Planning, LLC
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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