Parenti Wealth Management fees and pricing

Financial planner in Philadelphia, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 8, 2021, Parenti Wealth Management charges $195 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2021. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $195/hr; “Services are offered based on an hourly fee of $195 per hour.”

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

“Fees for financial plans are billed upon plan delivery.”
“The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
“Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter.”

Its hourly rate of $195 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
3 of the 16 other planners in Philadelphia that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Registered as an adviser: 2012 (14 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Employees: 1
Services reported to regulators: Financial planning and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 164261
Website: parentiwealthmanagement.com (opens in new tab)
Phone: (215) 336-8751

Is something on this page wrong or out of date?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.