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William Robert Parrott

Plan. Invest. Repeat.™

Parrott Wealth Management, LLC

Austin

TX

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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Parrott Wealth Management, LLC 3 years, 5 months Jul 2015 - Present
Charles Schwab & Co., Inc. 7 years, 5 months Apr 2008 - Sep 2015
Charles Schwab & Co &, Inc. 7 years, 5 months Apr 2008 - Sep 2015

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by William Parrott

Worse Than A Stock Market Correction?
Published 2017-04-11 13:11:10
How to Survive a Stock Market Correction.
Published 2017-04-11 13:10:03
Spring Cleaning.
Published 2017-04-11 13:07:26
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      1
    • as of date
      Sep 24, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      1
    • as of date
      Sep 24, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Sept. 25, 2018
      • $41.5M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 132
        number of clients
      • $314.4K
        Estimated Average Account Balance Per Client

    Parrott Wealth Management, LLC

    Last updated on Feb. 10, 2016
      • $22.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 50
        Accounts
      • $440.0K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements