Paul David Troyer

CFP

Franklin, Parlapiano, Turner & Welch LLC

19 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Franklin, Parlapiano, Turner & Welch LLC

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

103 clients

Average Client Portfolio

$7.5M average

Assets Under Management

$771.0M

Fee Structure

Minimum Investment:$3M

Financial Planning:Included in AUM fee

Location

15115 Park Row, Suite 140, Houston, TX, 77084-4945

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Franklin, Parlapiano, Turner & Welch LLC

January 2011 - Present · 15 yrs 1 mo

Previous Registrations

Northstar Wealth Advisors, LLC

August 2007 - December 2010 · 3 yrs 4 mos

Mercer Advisors

November 2005 - May 2007 · 1 yr 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.