Parkstone Wealth Management, LLC

Parkstone Wealth Management, LLC (CRD# 168253) is a financial advisory firm headquartered in Arlington, TX. They manage $107,242,040 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $3,351,314
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Parkstone Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael G. Simpton
CRD#: 4431054
1000 Ballpark Way, Suite 302, Arlington, TX 76011
96
Wealthminder
score

Michael Simpton (CRD# 4431054) is an Investment Advisor Representative working at Parkstone Wealth Management, LLC in Arlington, TX and has over 14 years of experience in the finance industry. Michael Simpton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Cheryl F. Quisenberry
CRD#: 3126370
1000 Ballpark Way, Suite 302, Arlington, TX 76011
68
Wealthminder
score

Cheryl Quisenberry (CRD# 3126370) is an Investment Advisor Representative working at Parkstone Wealth Management, LLC in Arlington, TX and has over 18 years of experience in the finance industry.

3
Chester A. Straily
CRD#: 4533770
1000 Ballpark Way, Suite 302, Arlington, TX 76011
48
Wealthminder
score

Chester Straily (CRD# 4533770) is an Investment Advisor Representative working at Parkstone Wealth Management, LLC in Arlington, TX and has over 10 years of experience in the finance industry.

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