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Parable Wealth Advisors

Updated today

Client assets under management

$156,998,830

Clients

88

51% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

22

Low

Average account size

$1,784,078

About

Parable Wealth Advisors provides discretionary and non‑discretionary portfolio management, retirement plan advisory, financial planning, and held‑away asset management to individuals, high‑net‑worth clients, corporations, and pension and profit‑sharing plans. The firm reports roughly $176 million in discretionary assets and manages a mix of retail and institutional relationships across fewer than 100 client accounts.

Parable tailors investment advice and asset allocations to individual client goals, generally employing equities, exchange‑traded funds, mutual funds, fixed income and alternative investments, with ongoing monitoring and periodic rebalancing. The firm supports both on‑platform management and the management of held‑away accounts via an order management system and may recommend third‑party managers where appropriate.

What distinguishes the firm from many peers is that its owners are also active in a law practice and in real estate development and holding companies; Parable discloses the potential for cross‑referrals but states clients are not required to use affiliated legal or real estate services and that no referral fees are paid by its real estate holding companies. The firm documents these relationships and related conflicts in its disclosures and Code of Ethics, and it offers integrated planning (including offsetting planning fees for clients who adopt its portfolio management service).

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy

Fee options

Fixed

Financial planning flat fee of $2,500, negotiable depending on scope and complexity

Percentage

$0 - $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+: 0.50%

Main office location

Parable Wealth Advisors

460 A1 A Beach Blvd.

St Augustine FL 32080, United States

Number of offices

2

Most active in

Florida

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

John G

Series 65

St Augustine, FL

Parable Wealth Advisors

John Ginn is a financial advisor at Parable Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and has worked previously at Naples Wealth Planning. Outside of his advisory role, Ginn is a 50% owner and shareholder of Ginn & Patrou, PA, a law firm, and is involved in managing a title company and a real estate development business. Parable Wealth Advisors is a SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, using a range of investment vehicles and tax-efficient strategies tailored to client objectives and risk tolerance.

Retirement income strategy
user avatar

Thomas H

CFA®, Series 63

St. Augustine, FL

Parable Wealth Advisors

Thomas Haggerty is a CFA® charterholder with 10 years of experience in the financial advisory industry. He has worked at Parable Wealth Advisors since 2019 and previously held roles at Wealth Enhancement Group and Retirement Strategies, Inc. He holds a Series 63 license and is based in Jacksonville Beach, FL. Parable Wealth Advisors is a SEC-registered investment adviser that serves individuals, corporations, and retirement plans with portfolio management, retirement-plan consulting, and financial planning. The firm employs a range of investment vehicles and uses a specialized order management platform to provide tax-efficient asset location and opportunistic rebalancing, operating as a small, team-based practice with additional legal and real estate services offered separately by some principals.

Retirement income strategy
user avatar

Jonathan H

Series 65

St Augustine, FL

Parable Wealth Advisors

Jonathan Hermes is a financial advisor at Parable Wealth Advisors with one year of industry experience. He holds a Series 65 designation and is also a partner with a 10% equity stake in Ginn & Patrou, a law firm based in St. Augustine, FL. Additionally, he serves as a bar grader for the Florida Board of Bar Examiners. Parable Wealth Advisors is an SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm provides portfolio management, retirement-plan consulting, and financial planning, tailoring portfolios with a range of investment vehicles and employing tax-efficient strategies for held-away retirement accounts.

Retirement income strategy
user avatar

Stephen K

CFP®

St Augustine, FL

Parable Wealth Advisors

Stephen Kyle is a CFP® professional with 10 years of industry experience. He is currently with Parable Wealth Advisors in St. Augustine, FL, where he has worked since 2024. Prior to that, he held multiple roles at River Capital Advisors, LC from 2015 to 2023. Parable Wealth Advisors serves individuals, corporations, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm customizes portfolios using a range of investment vehicles and employs tax-efficient strategies, including the use of an order management platform for held-away retirement accounts.

Retirement income strategy
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