Brandon R. Parkhurst, CFP, CPA, CVA, CFE
Parkhurst Consulting CPA PC

1000 Heritage Center Circle
Round Rock, TX 78664

A CPA & Wealth Management Firm

Parkhurst Consulting CPA PC | Financial Advisor in Round Rock ,TX

About Parkhurst Consulting CPA PC

Parkhurst Consulting offers small businesses and high net worth individuals a complete financial solution through progressive accounting, tax and wealth management services. We specialize in listening to our clients and then executing a plan that will support their personal and business growth goals.featureWhile exemplifying the traditional values you expect in a CPA firm?integrity, service, and commitment, we hold true to a new way of doing business. We are accessible, passionate about you and your business, and want to partner in your success in a manner that is comfortable and convenient for you. With you in mind, we offer a simple fixed-fee pricing structure to eliminate unexpected fees. Most firms bill on an hourly basis, but we believe there is a better way. As our client, you gain membership with access to an exclusive list of services designed to enhance your financial position.


General Information

Firm Start Year:   2008
No.of Employees:   2-4
Name of Custodial Firm:   Scottrade/Schwab/SEI
States Licensed in:   TX, CO, OH
Number of Years with Current Firm:   4
Work Experience:   Ernst & Young, LLP
Senior Tax Consultant
2001 - 2004

Cain Watters & Associates, PLLC
Financial Planner
2004 - 2008

Parkhurst Consulting CPA PC
Owner/CPA/Financial Planner
2008 - Present
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations , Investment Clubs


Services

Investment Types:   Alternative Investments , Mutual Funds , Bonds , Stocks , Commodities , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , Via email , At my office , At your office , At your home


Qualifications & Memberships

Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA) , American Institute of Certified Public Accountants (AICPA) , Financial Planning Association (FPA) , Garrett Planning Network , Paladin Registry


Firm Information

Firm's Number of Clients:   50
Firm's Number of Planning Clients:   50
Firm's Number of Managed Clients:   50
Assets Managed by Firm:   $5,000,000
Advisor's Number of Clients:   20
Advisor's Number of Managed Clients:   20
Advisor's Number of Planning Clients:   20
Assets Managed by Advisor:   $5,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets , Hourly , Flat Fee
Fee % Based on Assets:   1%
Hourly Rate:   $250
Additional Details on Charges:   Financial Planning fee is determined based on the complexity and time involved regarding the client's situation.

Investment Management Fees is based on a percentage of assets that will be invested with PFM.
Minimum Fee Charged for Managed Accounts:   $500
Minimum Fee Charged for Hourly Planning Accounts:   $250
Minimum Fee Charged for Flat Fee Accounts:   $1,500



Faqs

  • Do you have a customer satisfaction or refund policy? Yes
  • What are your qualifications? What is your education background? M.S. - Accounting (Tax Concentration) - Texas A&M University B.B.A. - Accounting - Texas A&M University Certified Public Accountant (CPA) Certified Financial Planner (CFP) Certified Valuation Analyst (CVA)
  • What is your approach to financial planning? Fee-only
  • What services do you offer? * Personal Financial Planning * Accounting/Tax Payroll * Investment Management * Divorce Analysis & Planning * Retirement Plan Design * Business Valuation & Transition
  • How many clients do you currently manage? 50
see more
Brandon R. Parkhurst, CFP, CPA, CVA, CFE

Brandon R. Parkhurst, CFP, CPA, CVA, CFE

CERTIFIED FINANCIAL PLANNER™ Certificant, CVA, PFS, CPA, CDFA

Communities Served

All States

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Visa
MasterCard American Express
Discover C.O.D.