Parlin Advisors LLC
SEC RegisteredAbout the firm
Ken Parlin founded Parlin Advisors in 2019 to deliver highly personalized financial advice to a select number of clients. Ken has over three decades of experience advising individuals, couples, and families on a wide range of financial issues.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Counseling, Financial Planning, and Investment Advisory
Who they serve
Individuals, couples, and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 29 | $7.6M |
| High Net Worth Individuals | 20 | $45M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $4.2M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 - $2,999,999 | 0.50% |
| $3,000,000 - $9,999,999 | 0.40% |
| $10,000,000 - $19,999,999 | 0.30% |
| $20,000,000 and Up | 0.20% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Parlin Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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