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

1000 Heritage Center Circle
Round Rock, TX 78664

A CPA & Wealth Management Firm


About

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.
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While 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.

10 Years of Experience



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:   At your home , At my office , Via phone , Via email , At your office


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 & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Hourly , Based on Assets , 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
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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

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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