P
Parzych Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides portfolio management, financial planning, selection of other advisers, and general consulting for individuals, high‑net‑worth clients, and various entities such as trusts and business entities. Services range from ongoing discretionary portfolio management to single‑subject planning and fixed‑scope consulting engagements.
Investment decisions are informed by a mix of technical, quantitative, fundamental, cyclical and economic analysis, with model-driven inputs supplemented by professional judgment to implement both short‑ and long‑term strategies. The firm may use third‑party managers or platform services for portfolio construction and operates with discretionary trading authority for client accounts.
Founded in late 2025, the firm had no assets under management and no active client relationships as of March 27, 2026, reflecting an early‑stage practice. The firm’s principal holds CFP certification and brings long experience in financial consulting, and the advisory relationship is linked to affiliated tax services and a licensed insurance practice — relationships the brochure discloses as potential conflicts of interest for clients to consider.
Client services
Financial planning
Portfolio management
Selection of other advisers
General consulting
Expertise
Active portfolio management
Factor investing / smart beta
Fee options
Consulting services typically $7,500 to $10,000 fixed fee, determined in advance based on scope and complexity
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.85% $2,000,001+: 0.65%
$300 per hour for financial planning services
Main office location
Parzych Financial Planning, LLC
Saco ME, United States
Number of offices
1
Most active in
Parzych Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Maine
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.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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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