Advisor at Parkwoods Wealth Partners, 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
Parkwoods Wealth Partners, LLC
Location
New Castle, IN 47362
Credentials
PFS™, Series 65
Industry experience
23 years
Retirement plan consulting projects typically billed on a flat fee basis, details negotiated
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Account minimum: $500,000 (case by case acceptance below this amount) Minimum fee: Minimum fee for retirement plan consulting services is $5,000, negotiable
Parkwoods Wealth Partners, LLC
2025 - Present (1 year)
Shore & Company, P.C.
2001 - Present (25 years)
Shoreline Asset Management, LLC
2001 - 2025 (24 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.
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.
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.
CFP®, Series 63, Series 66
New Castle, IN
Edward Jones
Series 66
New Castle, IN
Edward Jones
CFP®, Series 66
New Castle, IN
Edward Jones
Series 66
New Castle, IN
Edward Jones
Series 63, Series 65
New Castle, IN
Scott Clampitt, Registered Investment Advisor
Series 65
New Castle, IN
Parkwoods Wealth Partners, LLC
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