Advisor at Parallel Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Parallel Advisors, LLC
Location
Houston, TX 77056
Credentials
CFP®, Series 63, Series 66
Industry experience
8 years
Joshua Hall is a Certified Financial Planner® with eight years of experience in the financial services industry. He is currently with Parallel Advisors, LLC and previously worked at Clarus Wealth Group, Sentinel Trust Company, and Wells Fargo Advisors. Parallel Advisors serves individuals, including high-net-worth clients, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multi-faceted investment approach using model portfolios, mutual funds, ETFs, fixed income, and selective options strategies, with ongoing discretionary rebalancing and monitoring.
Based on Parallel Advisors, LLC
Based on Parallel Advisors, LLC
Tax preparation services may be offered on a flat fee basis at Registrant’s sole discretion
$1 - $250,000: 1.25% $250,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001 - $6,000,000: 0.70% $6,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.30%
Financial planning and consulting fees generally up to $1,000 per hour; tax preparation fees generally $310 per hour
Account minimum: $240,000 Minimum fee: $3,000 annual minimum fee for investment advisory services; $5,000 annual minimum fee for retirement plan services; $3,000 minimum fee for tax preparation services Fee-only: Investment advisory fees; financial planning and consulting fees; tax preparation fees; no commissions accepted
3040 Post Oaks Blvd Fl 18, Suite #1800 160
Houston, TX 77056
Texas
Parallel Advisors, LLC
2025 - Present (1 year)
Clarus Wealth Group
2020 - 2025 (5 years)
Unemployed
2020 - 2020 (1 year)
Sentinel Trust Company
2018 - 2020 (2 years)
Wells Fargo Advisors
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
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.
Series 65
Houston, TX
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Series 65
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Alpha-Tech Investments, LLC
ChFC®, Series 63
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ChFC®, Series 66
Houston, TX
Decision Tree Advisor
CFP®, Series 63
Houston, TX
SM Scherr Financial LLC
ChFC®, PFS™, Series 65
Houston, TX
Epiphany Wealth Management
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