Advisor at Parallel Wealth Management
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Firm
Parallel Wealth Management
Location
Redding, CA 96003
Credentials
Series 66
Industry experience
18 years
Darien Croce is a financial advisor with Parallel Wealth Management in Redding, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2017. In addition to his advisory role, Croce owns and manages Parallel Tax LLC, a tax preparation and planning business serving overlapping clients. Parallel Wealth Management provides discretionary portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm emphasizes passive investment management with index funds and ETFs, incorporates tax and estate considerations, and offers consulting on employer-sponsored retirement plans and employee benefits.
Based on Parallel Wealth Management
Fixed fee for financial planning ranging from $3,500 to $25,000 depending on complexity.
$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $9,999,999: 0.65% $10,000,000+: 0.25%
$450 per hour for financial planning with a 10-hour minimum.
Fee-only: Financial Planning hourly fee: $450 per hour with 10-hour minimum ($4,500 minimum). Financial Planning fixed fee range: $3,500 to $25,000 depending on complexity.
1147 Hilltop Drive
Redding, CA 96003
California
Parallel Wealth Management, LLC
2017 - Present (9 years)
Bank Of America N.A.
2012 - 2017 (5 years)
Merrill
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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