Advisor at Parsonex Advisory Services, Inc.
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
Parsonex Advisory Services, Inc.
Location
Englewood, CO 80112
Credentials
Series 63, Series 66
Industry experience
6 years
Zachary Stewart is a financial advisor with Parsonex Advisory Services, Inc. in Englewood, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Modern Capital Advisors, Fidelity Brokerage Services LLC, and Northwestern Mutual, among others. Parsonex Advisory Services is an SEC-registered investment adviser that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach using third-party advisers, focusing on client risk tolerance and asset allocation through discretionary managed accounts with ongoing monitoring and reviews.
Based on Parsonex Advisory Services, Inc.
Based on Parsonex Advisory Services, Inc.
Negotiated fixed fees for financial planning services
Under $1,000,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.60% Over $5,000,000+: 0.40%
Minimum of $100 per hour
Account minimum: $100,000 Minimum fee: $250.00 minimum annual fee Fee-only: Hourly fees generally at a minimum of $100 per hour; fixed fees negotiable
8310 S. Valley Highway, Suite 110
Englewood, CO 80112
Colorado
Modern Capital Advisors
2022 - Present (4 years)
Parsonex Securities, Inc. - Parsonex Enterprises, Inc.
2021 - Present (5 years)
Fidelity Brokerage Services LLC
2019 - 2021 (2 years)
Landrys Restaurants (Saltgrass Steakhouse)
2018 - 2019 (1 year)
Aramark-Red Rocks Amphitheater
2018 - 2019 (1 year)
N/a
2017 - 2018 (1 year)
Northwestern Mutual
2017 - 2017 (1 year)
N/a
2017 - 2017 (1 year)
State Farm
2017 - 2017 (1 year)
Stock Yards Bank and Trust
2016 - 2017 (1 year)
N/a
2016 - 2016 (1 year)
Vantiv
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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.
Is not active or affiliated with:
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.
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 63, Series 66
Parker, CO
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Series 63, Series 65
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CFP®, Series 65
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Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
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