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Parallel Equity Advisors Ltd.

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Client assets under management

$44,829,270

Clients

384

2% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

77

High

Average account size

$116,743

About

Parallel Equity Advisors Ltd. provides financial planning and portfolio management to individuals (including high-net-worth clients), retirement plans, trusts, estates, and charitable or business entities. The firm offers non-discretionary direct asset management, negotiable financial planning and consulting, and ERISA plan advisory services including limited-scope 3(21) fiduciary support.

Investment programs are tailored through documented investment policy statements and risk tolerance assessments, with the adviser consulting the client prior to each trade and delivering periodic account reviews. Analysis techniques include fundamental and technical methods, and the firm does not serve as custodian — clients retain asset control while accounts are held at third-party custodians and a third-party administrator supports plan recordkeeping.

Parallel Equity’s reported assets under management are almost entirely non-discretionary (about $50.4 million), a structure that is uncommon among similar-sized team firms and underscores the adviser’s consultative trading model. The firm’s principals also maintain registered representative and insurance agent affiliations and may offer insurance or broker‑dealer products for separate compensation; the brochure discloses these relationships and notes disclosures, client choice, and fiduciary obligations as the primary mitigants.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial Planning Services offered at negotiable fixed fees up to a maximum of $5,000

Percentage

$0 - $24,999: 2.00% annually $25,000 - $49,999: 1.75% annually $50,000 - $99,999: 1.50% annually $100,000 - $249,999: 1.25% annually $250,000 - $499,999: 1.00% annually $500,000 - $999,999: 0.90% annually $1,000,000 - $4,999,999: 0.80% annually $5,000,000+: 0.70% annually

Project-based

$250 per hour for financial planning services

Other

Fee-only: Financial Planning Services: negotiable fixed fee up to $5,000; Hourly fee $250/hour

Main office location

Parallel Equity Advisors Ltd.

5650 Blazer Parkway, Suite 112

Dublin OH 43017, United States

Number of offices

1

Most active in

Georgia · Indiana · Ohio · Pennsylvania

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

Vance B

CFP®

Dublin, OH

Parallel Equity Advisors Ltd.

Vance Bennett is a CFP® professional with 24 years of industry experience, currently serving at Parallel Equity Advisors Ltd. since 2018. He has also worked at Fortune Financial Services, Inc. and Quest Capital Strategies, Inc., and has operated his own advisory practice since 1996. Outside of financial advising, he owns and operates a tax preparation business and is licensed as an insurance agent specializing in life, health, and annuities. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives, time horizons, and risk tolerances.

General retirement planning Founder/Business Owner Retired
user avatar

Bart F

CFP®, ChFC®, Series 63

Dublin, OH

Parallel Equity Advisors Ltd.

Bart Fisher is a CFP® and ChFC® with five years of industry experience. He is affiliated with Parallel Equity Advisors Ltd. in Dublin, OH, and has previously worked at Northwestern Mutual and Roger Smith Insurance. Fisher also holds a role as an insurance agent with Symphony Partners Advisory LTD., LLC. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives, time horizons, and risk tolerances.

General retirement planning Founder/Business Owner Retired
user avatar

Ryan S

Series 63, Series 65

Dublin, OH

Parallel Equity Advisors Ltd.

Ryan Smith is a financial advisor with Parallel Equity Advisors Ltd. in Dublin, Ohio, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been associated with Symphony Partners Advisory Ltd., LLC, Symphony Partners, and Fortune Financial Services, Inc. since 2009. Outside of advisory work, he is a partner and insurance agent involved in insurance services through Symphony Partners. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives, time horizons, and risk tolerances.

General retirement planning Founder/Business Owner Retired
user avatar

Aaron G

Series 63, Series 65

Dublin, OH

Parallel Equity Advisors Ltd.

Aaron Gardner is a financial advisor at Parallel Equity Advisors Ltd. in Dublin, Ohio, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parallel Equity Advisors Ltd., Fortune Financial Services, Inc., and Symphony Partners since 2009. Outside of his advisory role, he is also an insurance agent affiliated with Symphony Partners. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services primarily on a consultative, non-discretionary basis to individuals, pension plans, trusts, estates, and charitable organizations. The firm offers retirement-plan consulting, development of investment policy statements, participant education, and comprehensive financial planning.

General retirement planning Founder/Business Owner Retired
user avatar

Bianka F

Series 63, Series 65

Dublin, OH

Parallel Equity Advisors Ltd.

Bianka Fisher is a financial advisor at Parallel Equity Advisors Ltd. with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Parallel Equity Advisors, she worked at Fortune Financial Services, Inc. and Symphony Partners, where she held roles as a registered representative and insurance agent, respectively. Her earlier career includes five years at Eyes on Main and eight years at Austin Grant's Salon & Spa. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives while clients retain final authority over investment decisions.

General retirement planning Founder/Business Owner Retired
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