linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

THE Wealthy Parent

Headquartered in CHICAGO, IL

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

THE Wealthy Parent is a financial planning firm that specializes in helping families achieve financial freedom. They offer educational seminars and financial planning services. They are based in the United States and have one investment advisor representative.

THE Wealthy Parent

Not reported

Assets Under Management

6

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (2)

THE WEALTHY PARENT has a total of 2 branch locations across the country.
location

SAN DIEGO, CA

location

Chicago, IL

Advisors at THE Wealthy Parent

View All 1 Advisors
Unclaimed
Kelly Lavieri Palmer

CFA®, RA

CHICAGO, IL

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if THE Wealthy Parent is right for you?

Disclosures

There are no public disclosures for THE Wealthy Parent.

Frequently Asked Questions (5)

Not sure if THE Wealthy Parent is right for you?