NC · Oak Ridge

Fiduciary advisors in Oak Ridge, NC

1 advisor with offices in Oak Ridge. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Oak Ridge

Phillip Hanks, CFP® - Parabla LLC

★4.7(11)

Oak Ridge, North Carolina

CFP

Independent RIA

Parabla LLC is an independent registered investment advisor founded in 2023 by Phillip Hanks, CFP®, operating from Oak Ridge, North Carolina. The firm offers financial planning and portfolio management services, utilizing a blend of passive and active investment strategies with custodians including Schwab and Altruist. Hanks charges portfolio management fees ranging from 0.25% to 1% of assets under management annually, depending on account size, with financial planning fees based on scope of work. As a fiduciary RIA, the firm is legally obligated to act in clients' best interests.

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Financial advisors in Oak Ridge, North Carolina

Advisors serving Oak Ridge specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (North Carolina's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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