Fee-only adviser · Greensboro, NC
Park Wealth Management, LLC
Park Wealth Management, LLC is a fee-only investment adviser registered with the securities regulators of North Carolina, Tennessee, with its main office in Greensboro, North Carolina. On its latest Form ADV, filed June 12, 2026, it reports $34M in regulatory assets under management, 152 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: North Carolina, Tennessee |
|---|---|
| Firm CRD number | 170188 |
| Office | 200 E Bessemer Ave. Greensboro, NC 27401 |
| Phone | (336) 580-7274 |
| Website | parkwealthmgt.com |
| Regulatory assets under management | $34M |
| Individual clients | 135 non-high-net-worth, 17 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Greensboro
- Strategic Advisory Partners $191M
- Cascades Capital Asset Management, LLC $383M
- 1808 Capital Partners $645M
- Spartan Planning Group $384M
- Zuraw Financial Advisors, LLC $520M
- Smith Partners Wealth Management, LLC $196M
See all 16 fee-only advisers in Greensboro →
Nearby
- Oak Ridge 1 firm
- Burlington 1 firm
- Eden 1 firm
- Winston Salem 14 firms
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