Top financial advisors in Arlington, TX
We’ve curated a list of the best financial advisors in Arlington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$156,601,880
Number of advisors
3 advisors
| $156,601,880 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Arlington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Arlington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Parkstone Wealth Management, LLC
Parkstone Wealth Management, LLC (PWM) is a Limited Liability Company established in November 2013 by Cheryl Fuller Quisenberry and Chester Alan Straily. PWM specializes in offering portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients must provide discretionary authority for PWM to select securities and execute transactions without prior approval. PWM's investment strategy includes asset allocation, risk tolerance assessment, and regular portfolio monitoring. The firm primarily advises on equities, ETFs, mutual funds, and fixed income securities, with a focus on long-term trading and diversification. PWM acts as a fiduciary, committed to making investment decisions in clients' best interests. The firm charges an annual fee based on total assets under management, ranging from 1.00% to 2.00%. Financial planning services are included for portfolio management clients, covering areas such as cash flow planning, tax strategies, and retirement planning. PWM requires a minimum portfolio size of $3,000,000 or a minimum annual fee of $25,000, which may be waived based on specific criteria. Clients have the flexibility to impose restrictions on investments based on personal values. PWM does not participate in wrap fee programs and does not accept performance-based fees. The firm provides investment analysis using fundamental, quantitative, and technical approaches, emphasizing the importance of risk management and long-term investment strategies. Clients' accounts are reviewed quarterly, and they receive monthly reports detailing account performance and fees. PWM does not receive compensation for recommending specific securities and does not accept third-party referrals.
$156,601,880 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Arlington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Arlington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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