Parallel Wealth Management fees and pricing

Financial planner in Redding, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Parallel Wealth Management charges $450 an hour and a flat or project fee of $3,500⁠-⁠$25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$450/hr
“In the event of early termination, the client will be billed for the hours worked at a rate of $450.00 per hour.”
Flat or project fee
$3,500⁠-⁠$25,000
“The fixed fee can range between $3,500.00 and $25,000.00, depending on complexity of client’s needs and situation.”

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

How Parallel Wealth Management bills

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

  • “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
  • “An account may be terminated with written notice at least 15 calendar days in advance.”
  • “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Parallel Wealth Management’s fees compare

  • Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
  • 3 of the 3 other planners in Redding that publish an hourly rate charge less.
  • Its flat or project fee of $3,500-$25,000 spans the California median of $5,000. 88% of the 796 other California planners that publish a flat or project fee charge less.
  • 3 of the 3 other planners in Redding that publish a flat or project fee charge less.

About Parallel Wealth Management

  • Principal: Darien C. Croce
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2016 (10 years).

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
1.5% a year
Clients
53
Employees
1
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$43,432,492
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
286527
Website
twitter.com/parallelwealth (opens in new tab)
Phone
(530) 605-1241

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