Franklin, Parlapiano, Turner & Welch LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 114465
- Registered since
- March 29, 2007
- Website
- www.fptwllc.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.9%
- Individuals0.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Franklin, Parlapiano, Turner & Welch LLC is an independent, SEC‑registered advisory firm organized as an LLC and operating since 2007. The firm is owner‑managed and focuses on fee‑based wealth management for individuals and families, offering financial planning and portfolio management services for individual clients and small businesses. Its advisory model charges a percentage of assets under management and the firm reports fully discretionary management across its client base. It does not position itself as a capital allocator—rather, it places client capital with outside managers when using alternative strategies—and it does not identify as an active ESG investor or a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds34%
- US Government Bonds7%
- State & Local Bonds6%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Joseph Dyal
Chief Compliance OfficerCRD 5411605
Contacts
3 of 4John Parlapiano
Investment AdviserCRD 5499559

Paul Troyer
PrincipalCRD 5053080
Sheldon Black
Financial PlannerCRD 7864854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$254M in ETFs
100%
$254M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $74.4M | 108,290 | 29.27% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 15115 Park Row
- Time zone
- CT (UTC-6)
- Office locations
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