Park Financial Planning Solutions, LLC
Firm details
- Headquarters
- ,
- CRD number
- 334210
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60.5%
- HNWI39.5%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Park Financial Planning Solutions, LLC is a small, independent registered investment adviser organized as an LLC and registered in Virginia. The firm is individually owned and serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its billing mixes percentage-of-assets, hourly charges, and fixed-fee engagements. The firm does not identify as an ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant. The practice appears focused on direct client relationships rather than institutional mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
BVB and Partners S.A.
RIAGeneva
Schneider Wealth Management
RIATo One Asset Management
RIAHilty Wealth Management LLC
RIAHexis Capital Management
RIALondon