Parable Wealth Advisors (Parable, LLC, an SEC-registered fee-only fiduciary Investment Adviser and NAPFA-affiliated practice, CRD #304873, SEC File #801-132360) delivers multi-disciplinary retirement income planning, institutional asset management, and family office coordination from its headquarters on A1A Beach Boulevard in St. Augustine Beach. Led by Chief Compliance Officer & Financial Advisor Stephen David Kyle, CFP®, RICP® (CRD #6527342) and Partner & Chief Investment Officer Thomas James Haggerty, CFA®, alongside the estate and elder law attorneys of Ginn, Patrou & Associates (John R. Ginn, J.D., Scott M. Patrou, Esq., and Florida Bar Board-Certified Wills, Trusts & Estates Specialist Jonathan Hermes, Esq., B.C.S.), the firm provides St. Johns County seniors with integrated retirement distribution design, trust and homestead preservation, and long-term care liquidity planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Parable Wealth Advisors (CRD #304873); SEC IAPD Individual Profile — Stephen David Kyle, CFP®, RICP® (CRD #6527342); Parable Wealth Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-132360; independent fee-only fiduciary RIA headquartered at 460 A1A Beach Blvd, St. Augustine, FL 32080.
Issuer: CFP Board / The American College / CFA Institute / SEC
Notes: Led by CCO & Financial Advisor Stephen David Kyle, CFP®, RICP® (CRD #6527342) and Partner & CIO Thomas James Haggerty, CFA®.
Factual details and direct answers about Parable Wealth Advisors (Parable, LLC)'s services, licensing, and credentials.
How does Parable Wealth Advisors integrate financial planning with estate and elder law in St. Augustine?
Parable Wealth Advisors (CRD #304873, SEC File #801-132360) operates at 460 A1A Beach Blvd in St. Augustine Beach alongside Ginn, Patrou & Associates, enabling CFP®, RICP®, and CFA® investment fiduciaries to coordinate retirement portfolios directly with Florida estate planning and trust attorneys under one collaborative framework.
What retirement credentials does advisor Stephen Kyle hold at Parable Wealth Advisors?
Stephen David Kyle (CRD #6527342) holds both the Certified Financial Planner™ (CFP®) certification and the Retirement Income Certified Professional® (RICP®) designation, specializing in sustainable retirement income withdrawals, Social Security timing, RMD tax mitigation, and healthcare cost modeling for Anastasia Island and St. Augustine retirees.
Is Parable Wealth Advisors a fee-only fiduciary firm?
Yes. Parable Wealth Advisors is an SEC-registered fee-only fiduciary RIA and NAPFA-recognized practice with zero regulatory disclosures, compensating its advisors solely through transparent advisory fees without product sales commissions.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.