Parrott Wealth Management
Fee-Only Financial Planner serving clients in the Austin, TX area and across the country.
Bill Parrott is an Austin, TX fee-only financial planner. Parrott Wealth Management is an independent, fee-only, fiduciary financial planning, and investment management firm serving families and individuals. Our mission is to remove confusion, complexity, and worry from the financial planning and investment management process so you can pursue a life of purpose.
Bill Parrott is the founder and owner of Parrott Wealth Management. Bill started his investment firm in 2015.
Bill earned his Bachelors of Business Administration from the University of San Diego. While at USD, he was an active member of the varsity football team and the Sigma Chi fraternity.
Bill enjoys reading, biking, hiking, and fly-fishing. In 2011 Bill ran and finished the Boston Marathon.
Bill currently volunteers his time with the Austin Christian Fellowship Church. He has participated in several local and international mission trips, including Haiti, Nicaragua, and Mexico.
Bill Parrott is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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 serving families and individuals. Our mission is to remove confusion, complexity, and worry from the financial planning and investment management process so you can pursue a life of purpose. We’re located in Austin, Texas and work with clients across the country. We believe in giving back, so we donate 10% of our firm's revenue to groups and organizations we support.
At PWM, we help you answer questions like: How much money will I need? Will it last? Will I be okay?
We offer financial planning, investment management, account reviews, a monthly newsletter and constant communication.
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
- Retirees and Near Retirees
- 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 a 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