S.p. Parkin & Co fees and pricing
Financial planner in Chesterfield, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, S.p. Parkin & Co charges $150-$200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$200/hr
“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $150.00 to $200.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How S.p. Parkin & Co bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are billed in arrears at the end of each calendar quarter based upon the value (market value or fair market value in the absence of market value) of the client's account at the end of that quarter.”
- “Our fees are billed in arrears at the end of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of that quarter.”
- “If the client does not engage us for our Investment Supervisory Services, the client is billed based on the number of consulting services hours actually provided.”
How S.p. Parkin & Co’s fees compare
- Its hourly rate of $150-$200 is below the Missouri median of $250. 15% of the 88 other Missouri planners that publish an hourly rate charge less.
- 2 of the 4 other planners in Chesterfield that publish an hourly rate charge less.
About S.p. Parkin & Co
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- 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
- Clients
- 75
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and newsletters and publications
- Assets managed
- $107,693,707
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116161
- Phone
- (314) 434-1995
Other planners in Chesterfield that publish fees
- Bridgewater Asset Management LLCChesterfield$500/hr, $10,000
- Cedarmill FinancialChesterfield$150/hr, $200-$500
- MBM Wealth Consultants, LLCChesterfield$150/hr, $1,000-$5,000
- Syntegra Private Wealth Group LLCChesterfield$500-$10,000/yr
- Thousand Wealth ManagementChesterfield$2,000
- Yu Financial Advice, LLCChesterfield$250/hr, $150-$999/mo
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.