WHAT SETS US APART?

Pay only for the advice you receive: Our fixed fee-only consultative
approach means no commissions or sales of financial products and
no ongoing asset value-based fees.

Your First Step:  Understand Your Risk Tolerance
Before you hire us or any other advisor, get your free assessment
to align your investment strategy with your personal risk tolerance.

Get in Touch With Us

Why and How to BEAT THE WEALTH MANAGEMENT HUSTLE

Helping People Invest Their Financial Assets Wisely

Your Fixed Fee Investment Advisor & Investment Coach

Your Fixed Fee Investment Advisor & Investment Coach

We empower individual investors by offering institutional-level investment advice and coaching at a fixed fee.

We believe in putting you in control, providing transparency, and optimizing your investment costs to help you reach your financial goals with confidence and peace of mind.

Experience the benefits of institutional-informed investment advice and personal coaching tailored to your individual needs. We offer only non-discretionary advice and do not accept trading authority or custody of your assets.

Resource #1: Discover What Your Financial Advisor Isn’t Telling You

Andrew Parrillo’s book exposes the hidden costs and strategies of the investment industry.
Get your copy on Amazon now

Resource #2: "14 Questions Every Investor Should Ask Themselves"

To help you determine whether what you’re paying (or are about to pay) your advisor is worth it, I’ve prepared a special no-cost report for you.
Get your copy now.

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Bio

Andrew Parrillo brings uncommon perspective to those who wish to invest based on his four decades of experience as an institutional investor, the last 25 years of which were with his own firm, Newport Capital Advisers LLC.

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Fixed Fee Investment Advice

Experience the benefits of institutional-informed investment advice and personal coaching tailored to your individual needs.

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Goal-Oriented Risk Assessment

Determine your investment goals and risk tolerance in dollar terms to make confident, data-driven decisions.

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Complimentary, Confidential Interactive Risk Questionnaire

Discover your risk score and gain valuable insights into your current portfolio and risk preferences.

What is your risk score?

Our Approach

We break the mold of traditional ongoing investor advisor fees by offering cost and tax-efficient investing with flat fees. Our clients are always in charge, and we are available for consultations and portfolio check-ins as needed.

Our unique risk assessment process helps investors determine their risk score based on an analysis of their existing portfolio and their specific risk preferences in dollar terms over short- and longer-term horizons.

To get started, complete our complimentary, confidential interactive risk questionnaire:
What is your risk score?