P
Parsons Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$38,496,803
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
33
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$1,166,570
About
Parsons Financial Group, LLC provides portfolio management and financial planning to individuals, high‑net‑worth clients, and charitable organizations, and creates an Investment Policy Statement for each client that documents goals, tax considerations, and risk tolerance. The firm explicitly lists charitable organizations as a client type, which is a client segment that is uncommon among solo independent advisers.
The firm’s methodology combines cyclical and fundamental analysis with modern portfolio theory and it implements both long‑term and short‑term trading strategies; permitted investments include equities, fixed income, ETFs, REITs, annuities, private placements, and venture capital funds. It also uses margin and options trading and, for retirement plan participant accounts, employs a third‑party held‑away platform to perform discretionary rebalancing while avoiding direct custody of client credentials, and it acknowledges fiduciary duties for retirement accounts.
Parsons Financial Group requires custody through Charles Schwab Institutional and discloses participation in Schwab’s adviser program, which provides research, trading desk access, and block‑trading capabilities that can influence execution and available resources. The combination of serving charitable organizations, using illiquid/alternative investments and private placements, and offering discretionary rebalancing of held‑away plan accounts distinguishes the firm from many other single‑advisor independent practices.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Annuities
Real estate investing
Fee options
$1 - $100,000: 2.00% $100,001 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - And Up: 1.00%
$125 to $250 per hour
Main office location
Parsons Financial Group, LLC
Vero Beach FL, United States
Number of offices
1
Most active in
Parsons Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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