Parable Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“Parable charges a flat fee of $2,500 for financial planning services, which is negotiable depending on the scope and complexity of the plan, the client's situation and financial objectives.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Parable Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are payable quarterly, in advance, and are based on the total value of the account on the last day of the quarter.”
• “Fees are negotiable based upon the facts and circumstances of the client's financial situation and the complexity of the requested services.”
• “The client should review all statements and invoices for accuracy.”

How Parable Wealth Advisors’ fees compare

• Its flat or project fee of $2,500 is below the Florida median of $4,900. 26% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 2 other planners in St Augustine that publish a flat or project fee charge less.

About Parable Wealth Advisors

• Firm size: 5 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

88

Employees

5

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$176,326,932

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

304873

Website

parableadvisors.com (opens in new tab)

Phone

(904) 420-0008

Can advise clients in 2 states: Florida, Texas

Other planners in St Augustine that publish fees

• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000
• Palm Valley Wealth Management LLCSt. Augustine$2,500/yr
• Sovereign Wealth Office LLCSt. Augustine$500⁠-⁠$5,000
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

Compare all 5 planners in St Augustine