Parallel Advisors, LLC fees
Financial planner in San Francisco, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 26, 2026, Parallel Advisors, LLC (San Francisco, CA) charges up to $1,000 an hour for financial planning.
- Website: paralleladvisors.com (opens in new tab)
- Call (866) 627-6984
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change.
- Hourly rate
- Up to $1,000/hr
Can go up to $1,000; the San Francisco median is $300. Can go up to $1,000; the California median is $300.
“Registrant’s planning and consulting fees are negotiable, but generally range up to $1,000 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 137 employees
How Parallel Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination, the Registrant shall refund the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”
About Parallel Advisors, LLC
“The Registrant provides discretionary investment advisory services on a fee-only basis.”
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 4,169
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, other investment advisers, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $10.3 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of June 29, 2026
- CRD number
- 140800 (opens in new tab)
- Phone
- (866) 627-6984
Registered or notice filed in all 50 states and DC.
Other planners in San Francisco that publish fees
- Slipstream Wealth Planning LLCSan FranciscoAnnual $3,000-$6,000/yr
- BakerAvenueSan FranciscoHourly $225-$300/hr, Flat $2,000-$10,000
- Clarity FinancialSan FranciscoHourly $350/hr, Flat $5,250-$7,500
- Composed Capital LLCSan FranciscoMonthly up to $300/mo
- Leppla Capital Management LLCSan FranciscoHourly $250-$450/hr, Flat $3,000-$10,000
- Monroe Wealth Management LLCSan FranciscoAnnual up to $16,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.