Advisor at WESTPARK WEALTH Advisors, 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
WESTPARK WEALTH Advisors, Inc.
Location
Brenham, TX
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Fixed fees for financial planning/consulting services range from $250.00 to $5,000.00 depending on complexity; total fee typically does not exceed $10,000 annually.
0.0% to 2.00% annually (varies by Investment Advisor Representative; fees are negotiable and charged based on quarter-end value of client’s account)
Commissions may be charged when Westpark Wealth Advisors facilitates a transaction; amounts are negotiated and stated in contracts.
Hourly rates ranging generally from $50.00 to $250.00 per hour for advisory services; total hourly fee typically does not exceed $250/hour.
Account minimum: No minimum (Westpark Wealth Advisors does not impose a minimum dollar value of assets or other conditions for starting or maintaining an account; however, individual investment advisor representatives and third-party programs may impose minimums, which are negotiable). Fee-only: Fees based on percentage of assets under management (0.0% to 2.00% annually) and fixed fees or hourly charges for some advisory services.
Calton & Associates, Inc.
2017 - Present (9 years)
Westpark Wealth Advisors, Inc.
2016 - Present (10 years)
Ims Securities, Inc.
2015 - 2017 (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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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