Parrott Wealth Management
Fee-Only Financial Planner serving clients in the Austin, TX area and across the country.
Bill Parrott is the founder and owner of Parrott Wealth Management. Parrott Wealth Management is an independent, fee-only, fiduciary financial planning and investment management firm located in Austin, Texas.
Bill started his investment career in May of 1989 with the investment firm of Spelman & Company in San Diego. In January of 1990 Bill joined the firm of Dean Witter Reynolds in Pasadena, California. During his career as a Financial Advisor with Dean Witter (and later Morgan Stanley) he worked in California, Connecticut and Texas. In 1999 Bill was given the opportunity to become a Branch Manager for Morgan Stanley in New Haven, Connecticut. In 2003 he moved to Austin, Texas to manage offices in Austin, College Station and Temple. In 2006 Bill was hired as a Co-Branch Manager and Financial Consultant for A.G. Edwards & Sons in Austin, Texas. In 2008 Bill joined Charles Schwab as a Financial Consultant in the Executive Services Division.
Bill earned his Bachelors of Business Administration from the University of San Diego (USD) in 1988. While at USD he was an active member of the varsity football team and the Sigma Chi fraternity. Bill has been married to his wife Tonya for 24 years and they have one daughter.
In 2003 Bill obtained the Certified Financial Planner designation.
Bill enjoys reading, running, fly-fishing, hiking, cycling and snow skiing. In 2011 Bill ran and finished the Boston Marathon.
Bill currently volunteers his time with the Austin Christian Fellowship Church. An active member of Austin Christian Fellowship Bill has participated in a number of local and international mission trips including Haiti, Nicaragua and Mexico. He has also volunteered with the children and youth ministries.
Bill Parrott is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Parrott Wealth Management is an independent, fee-only, fiduciary financial planning and investment management firm located in Austin, TX. Parrott Wealth Management provides tailored financial planning and investment advice to individuals and families. It’s my mission to deliver you a unique and customized wealth management solution based on your financial goals and dreams.
As a registered investment advisor, I only work for you and I’m not encumbered or shackled by a bank, brokerage firm or insurance company. My sole purpose is to deliver you an authentic financial plan and investment program designed to help you grow and protect your wealth.
Parrott Wealth Management offers financial planning, investment management, account reviews, a monthly newsletter and constant communication.
Call today for your free, no obligation consultation.
Whatever you do, work heartily, as for the Lord and not for men.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Bill Parrott is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Bill Parrott is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Bill Parrott is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Bill Parrott
6500 River Place Blvd.
Bldg. 7, Suite 250
Austin, TX 78730