William
Parchman

Truepoint, Inc

CRD#6640933
Investment Advisor
in Cincinnati, OH

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About this Advisor

William Parchman is a chartered financial analyst operating out of Cincinnati, Ohio with a total of 7 years of industry experience. Parchman currently works for Truepoint, Inc. They have spent all of their time as a financial advisor at Truepoint, Inc. Parchman is registered to operate in Ohio. Truepoint, Inc is a business that has its headquarters in Cincinnati, OH. The investment advisory business has offices in two locations and a total of 81 people on staff. It controls $4 billion in assets under management among its 8,663 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 23 charities and foundations. Of its 8,663 accounts, 47% belong to high-net-worth clients who have greater than $1 million in assets. Truepoint, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically depend on the type of services offered. However, fees charged by Truepoint, Inc can include any blend of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9999 Carver Road Suite 200
Cincinnati, OH 45242

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Truepoint, Inc Brokerage Details

Total Assets Under Management

$4,210,571,024

OH Average: $2,106,341,625
Total Number of Employees

81

OH Average: 34
Total Number of Accounts

8,663

OH Average: 1,972
Average Account Size

$486,041

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

William Parchman Work History

William has been registered as a financial advisor for 7 years.*

2011 - Present (13 years)

Truepoint Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Parchman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truepoint, Inc

Kyle Dodson
Cincinnati, OH
Joshua Kommer
Cincinnati, OH
Nathaniel Maxson
Cincinnati, OH
Conor Feldmann
Cincinnati, OH
Nathan Johnson
Cincinnati, OH
Nicholas Edwards
Cincinnati, OH
Adam Lipton
Cincinnati, OH
Ryan Klekar
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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