Brandon Parkhurst
Round Rock, Texas, 78664
Member Since 2009
Our role is to help our clients lead more financially secure lives. Whether you are concerned about building your retirement nest egg, most efficiently distribute your retirement assets to maximize your retirement portfolio and withdrawal rate, as well as evaluating how to best utilize a recent inheritance, or planning for the security of someone you care about, we have the experience and strategies to ensure optimal wealth accumulation and preservation.
My Location
Background Information
Years of Financial Experience
- 10
Education
- Texas A&M University (MS - Accounting - Tax - 2001)
- Texas A&M University (BBA - Business - 2000)
Certifications and Designations
- CDFA™
- CFP®
- CPA
- NAPFA-RA
- PFS
- CVA
Association Memberships
- NAPFA
- Garrett Planning Network
- Financial Planning Association
- AICPA
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Scottrade
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 4886778
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Parkhurst Consulting CPA PC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, Business Valuation & Transition ServicesLife Transition/Divorce Planning
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Tax Advice & Services
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation, IRS Audit Services
Visit Website - http://www.parkhurst-consulting.com
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