Parkmount Financial Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,320,608
Total clients
50
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$806,412
About
The firm provides asset management, comprehensive portfolio management, financial planning and retirement plan consulting to individuals, trusts, corporations and pension/profit-sharing plans. Like many independent advisers, it delivers portfolio management and planning largely on an asset‑based fee arrangement and offers both one‑time and ongoing subscription planning engagements.
Portfolios are constructed from individual stocks, bonds, ETFs, mutual funds, alternative investments, structured notes and cryptocurrency ETFs, and are continuously monitored and rebalanced; the firm also engages third‑party sub‑advisors and money managers and performs initial and ongoing due diligence on those managers. Clients may grant discretionary authority, and the firm documents periodic reviews and provides retirement plan consulting that acknowledges ERISA fiduciary responsibilities.
Distinctive for a single‑advisor independent practice managing approximately $40.3 million, the firm explicitly serves employer retirement plans and provides pension consulting and plan‑sponsor services that are less common among peers. The principal maintains CFP® and RICP® credentials, holds life and health insurance producer licenses, and the firm uses Schwab Advisor Services for custody and institutional support while retaining responsibility for manager oversight and plan governance.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
$100,000 - $499,999.99: 1.25% $500,000 - $1,249,999.99: 1.00% $1,250,000 - $2,999,999.99: 0.80% $3,000,000 - $7,499,999.99: 0.65% $7,500,000+: 0.50%
Maximum hourly fee of $315 for financial planning and consulting services
Ongoing financial planning subscription fees assessed semi-annually in advance; maximum semi-annual fee $15,000
Account minimum: $100,000 Minimum fee: Written financial plans generally assessed a minimum fee of $2,500 Fee-only: Hourly fee up to $315/hour; retainer 50% of ultimate fee; ongoing subscription fees up to $15,000 semi-annually; initial financial plan fee up to $8,000 (may be waived/reduced)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Main office location
Parkmount Financial Partners LLC
146 Front St, #211
Scituate MA 02066, United States
Number of offices
2
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")