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Para Wealth Advisors, Inc.

Updated today

Client assets under management

$221,029,745

Clients

257

30% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

86

High

Average account size

$860,038

About

Para Wealth Advisors serves individual investors, businesses, and fiduciary entities such as trusts and estates, providing financial planning, investment management, and integrated wealth management services including retirement, tax, insurance review, education funding, and estate planning. The firm works with individual clients on ongoing portfolio management and tailored financial plans.

The firm’s investment approach combines fundamental and technical analysis with an asset-allocation framework and generally a long-term orientation while allowing for shorter-term trading when appropriate. Although the firm reported $221,029,745 in non-discretionary AUM and no discretionary AUM as of December 31, 2025, it adopted a policy to accept only discretionary advisory services for new clients beginning January 1, 2026 and intends to transition existing clients over time.

Noteworthy features include a small advisory team managing a relatively large asset base and the existence of legacy positions in private investment offerings where the firm or its principals retain minority interests and may receive indirect compensation for ongoing due diligence. The firm also typically recommends a particular custodian and generally does not accept proxy-voting authority on client accounts, and it aggregates client trades when practical for execution and allocation.

Client services

Financial planning Portfolio management

Expertise

Wealth management General retirement planning General tax planning College savings (529s, UTMA, etc.)

Fee options

Percentage

0.50% to 2.00% annually, exact fee based on client relationship, assets under management, and client needs; fees may be negotiable

Project-based

$395 per hour for financial planning services

Other

Account minimum: $300,000 (with exceptions under certain circumstances)

Main office location

Para Wealth Advisors, Inc.

2005 Se 192 Nd Ave Suite 200

Camas WA 98607, United States

Number of offices

2

Most active in

Arizona · California · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Stacy R

CFP®, Series 66

Camas, WA

Para Wealth Advisors, Inc.

Stacy Rerick is a CFP® and Series 66-licensed advisor with 22 years of industry experience. She has worked at Para Wealth Advisors, Inc. since 2022 and previously spent 15 years at Russell Wilkinson Rerick, Inc. and 19 years at Security First Advisors. She also manages strategic operations for multiple private offerings through SFA Commercial, LLC. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm’s investment approach combines fundamental and technical analysis within an asset-allocation framework, focusing on long-term orientation while allowing for shorter-term trading when appropriate.

Wealth management General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Teresa M

CFA®, Series 63

Camas, WA

Para Wealth Advisors, Inc.

Teresa Meyer is a CFA® charterholder with 16 years of industry experience. She is currently with Para Wealth Advisors, Inc., where she has worked since 2022. Her prior experience includes roles at Security First Advisors and U.S. Trust, Bank of America, N.A. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm employs a combined fundamental and technical analysis investment approach within an asset-allocation framework, focusing primarily on long-term orientation while allowing for shorter-term trading when appropriate.

Wealth management General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Courtney K

Series 65

Camas, WA

Para Wealth Advisors, Inc.

Courtney Karella is a financial advisor at Para Wealth Advisors, Inc. with over 11 years of industry experience. She previously worked at Pinnacle Wealth Advisors and Security First Advisors. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities by offering financial planning, investment management, and integrated wealth management services. The firm employs a combined fundamental and technical analysis approach within an asset-allocation framework, focusing on long-term orientation while allowing for shorter-term trading when appropriate.

Wealth management General retirement planning General tax planning College savings (529s, UTMA, etc.)
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