At Parkworth Wealth Management, we believe that you are best served when your financial advice is objective and your fees are transparent. That is why we embrace our role as NAPFA-registered fee-only financial advisors to families and individuals, as well as retirement plan service providers to corporations and businesses, throughout the San Francisco Bay Area and beyond.

As fee-only advisors, we do not sell products and do not accept commissions or referral fees. What’s more, we have a fiduciary responsibility to put your interests ahead of ours. Our responsibility is not limited to certain services, such as retirement planning. It applies to everything we do for you. Always.

We embrace our fee-only status because it enables us to serve as your financial advocate. Unburdened by conflicts of interest, we can provide unbiased advice meant only to help you reach your goals.

  Commission-free advice

Commission-free advice

  No third-party commissions

No third-party commissions

  Transparent fee structure

Transparent fee structure

  No product sales

No product
sales

  Fiduciary responsibility

Fiduciary responsibility

  No referral fees

No referral
fees

  Your interests first

Your interests first

  No conflicts of interests

No conflicts
of interests

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