S.P. Parkin & Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$105,392,587
Clients
75
Advisors
1
of 1 employees
About
S.P. Parkin & Co provides discretionary portfolio management through model portfolios and individualized investment supervisory services, along with financial planning, consulting, and the publication of a quarterly newsletter. The firm serves individuals (including high-net-worth clients), corporations, churches and endowments, and reports managing approximately $108 million for about 75 clients.
The firm implements model and individual portfolios that use tactical asset allocation and sector rotation, and it may overweight cash as a defensive posture based on technical analysis. Investment decisions draw on a mix of technical, fundamental, quantitative and qualitative analysis and are executed on a discretionary basis.
Compared with many solo independent advisers, the firm publishes a periodic newsletter and maintains relationships with corporate and institutional or nonprofit clients, which it discloses as less common among peers. The adviser also operates as a licensed insurance agency and its representatives may sell insurance products to advisory clients, a relationship the brochure discloses as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
$150 to $200 per hour for Financial Planning and Consulting Services
Account minimum: $250,000 Fee-only: Financial Planning and Consulting Services charged hourly at $150 to $200 per hour
Main office
16052 Swingley Ridge Rd, Suite 105
Chesterfield MO 63017
Advisors at this office
1
Most active in
Missouri
Also doing business as
Integrated Planning, Inc. · S. P. Parkin & Co · S.P. Parkin & Co · S.P. Parkin & Co. Wealth Advisors
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.
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)