Parallel Equity Advisors LTD. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$5,000

“Services are offered based on a negotiable fixed fee with a maximum fee of $5,000 based on complexity and unique Client needs.”

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

How Parallel Equity Advisors LTD. bills

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

• “Fees are calculated based on the market value of assets managed by PEA as of the applicable valuation date and are billed quarterly in advance.”
• “If services are terminated, any unearned portion of prepaid fees is refunded on a pro-rata basis.”
• “Clients receive periodic statements and/or invoices reflecting all fees charged.”

How Parallel Equity Advisors LTD.’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• 5 of the 12 other planners in Dublin that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Ohio median of $3,250. 61% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 10 of the 14 other planners in Dublin that publish a flat or project fee charge less.

About Parallel Equity Advisors LTD.

• Firm size: 5 employees.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Tax planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

384

Employees

5

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$50,364,473

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

153265

Website

know-parallel.com (opens in new tab)

Phone

(614) 354-5452

Can advise clients in 4 states: Georgia, Indiana, Ohio, Pennsylvania

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Capstone Wealth PartnersDublin$1,500

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