# Parsec Financial
Source: https://planprovider.pro/provider/parsec-financial

> Known in North Carolina for its fee-only fiduciary approach, Parsec Financial is a Registered Investment Advisor headquartered in Asheville in the western No…

Retirement Plan Advisor

Asheville, NC

## About Parsec Financial

<p>Known in North Carolina for its fee-only fiduciary approach, Parsec Financial is a Registered Investment Advisor headquartered in Asheville in the western North Carolina mountains and serving clients across the Charlotte metro and the Piedmont Triad.</p>

<p>Founded in 1980, the firm provides financial planning and portfolio management, with a focus on retirement planning, investment management, and pension consulting. Parsec also offers 3(21) fiduciary support for retirement plans, working alongside plan sponsors on investment guidance and related governance tasks.</p>

<p>Parsec Financial was acquired by Modera Wealth Management. Prior to the acquisition, it operated offices across the state, including Asheville, Charlotte, Winston-Salem, Southern Pines, and Tryon.</p>

<p>As of 2026, Parsec reported $3.8B in assets under management. A key differentiator is its long-running fee-only RIA model paired with dedicated 3(21) plan fiduciary services for employers.</p>

<ul>
<li>Fee-only RIA investment advice and portfolio management</li>
<li>Retirement planning for individuals and families</li>
<li>Pension consulting</li>
<li>3(21) fiduciary services for employer-sponsored plans</li>
<li>Works with plan sponsors and other <a href="/retirement-plans">retirement plan providers</a></li>
</ul>

Website: [https://parsecinvest.com/](https://parsecinvest.com/)

Founded: 1980

## Office Locations

- Asheville, NC (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $3.8B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| HOK GROUP, INC. 401(K) PROFIT SHARING PLAN|HOK GROUP, INC., MO|$362M|1,414|

| BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN|BOICE-WILLIS CLINIC, P.A., NC|$97M|290|

| THE YAHNIS COMPANY 401(K) PLAN|THE YAHNIS COMPANY, SC|$14M|178|

## Other Retirement Plan Advisors in NC

- [Blueprint Financial Advisors](https://planprovider.pro/provider/blueprint-financial-advisors) - Charlotte, NC

- [Cannon Wealth Management Services](https://planprovider.pro/provider/cannon-wealth-management-services) - Winston Salem, NC

- [Captrust](https://planprovider.pro/provider/captrust) - Raleigh, NC

- [Cary Street Partners](https://planprovider.pro/provider/cary-street-partners) - Richmond, VA

- [CG Financial Services](https://planprovider.pro/provider/cg-financial-services) - Williamston, MI

- [Client First Investment Management LLC](https://planprovider.pro/provider/client-first-investment-management-llc) - West Bend, WI

- [Colton Groome Financial Advisors, LLC](https://planprovider.pro/provider/colton-groome-financial-advisors-llc) - Asheville, NC

- [Cwa Asset Management Group](https://planprovider.pro/provider/cwa-asset-management-group) - Naples, FL

- [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA

- [Eastover Capital Management](https://planprovider.pro/provider/eastover-capital-management) - Charlotte, NC

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/parsec-financial)

&copy; 2026 PlanProvider.Pro