and
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice based on extensive experience and knowledge.
- Offers a wide range of financial services catered to individual client needs.
- Has a strong understanding of the financial market and trends.
- Helps clients make informed and strategic decisions to reach their financial goals.
Facts and Insights
PARKHURST CONSULTING CPA PC is a highly reputable financial consulting firm that has been serving clients for over 20 years. With a team of experienced and knowledgeable CPAs, the firm has built a strong reputation in the industry for providing top-notch financial advice and services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 20 years |
Financial Services Offered
- Financial planning and goal setting
- Retirement planning
- Tax planning and preparation
- Investment management
- Estate planning
Client Types
The firm caters to a diverse range of clients, including individuals, families, small businesses, and corporations. The team at PARKHURST CONSULTING CPA PC understands that each client has unique financial goals and needs, and they tailor their services to meet those specific requirements.
Fees & Compensation
PARKHURST CONSULTING CPA PC charges a fee based on a percentage of the assets under management. This fee structure ensures that the firm is aligned with the best interests of their clients and works towards helping them grow their assets.
Background
The firm was founded by John Parkhurst, a highly experienced and reputable CPA. With over 30 years of experience in the financial industry, John has the expertise and knowledge to guide clients through even the most complex financial matters.
Financial Advisor Disclosures to Know
PARKHURST CONSULTING CPA PC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interests of their clients and disclose any conflicts of interest.