Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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
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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.

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Employment History
Current Registrations
Franklin, Parlapiano, Turner & Welch LLC
December 2013 - Present · 12 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Peter John Parlapiano - Financial Advisor | TrueAdvisor