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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Meridian focus
- Established Date
- 03-29-2007
- Office Locations
- 1
Office Locations
About Franklin, Parlapiano, Turner & Welch LLC
Franklin, Parlapiano, Turner & Welch LLC is a Houston-based advisory firm serving individuals, families, and business owners with goal-based financial planning, including retirement, education funding, tax and estate planning, and insurance planning. Portfolios emphasize ETFs and public funds with a fixed-income sleeve (including municipal and government bonds). The firm custody relationship includes Fidelity/NFS and it uses the Black Diamond reporting platform.
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
JOHN PARLAPIANO
Certified Financial Planner, PRINCIPAL
- CRD
- #5499559
- Ownership
- 25% but less than 50%
JOSEPH WARREN DYAL
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #5411605
- Ownership
- 10% but less than 25%
Peak delta
Zenith summit legacy
- CRD
- #96469
- Ownership
- 44.5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $811,462,871 | $7,728,218 |
| Non-Discretionary | $0 | -- |
| Total | $811,462,871 | $7,728,218 |
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Separately Managed Accounts
Total SMA Asset: $811,462,871
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,234,466,661 | 36.1% |
| Public Funds | $767,517,634 | 12.4% |
| U.S. Government/Agency | $1,417,431,760 | 22.9% |
| Municipal Bonds | $1,052,241,918 | 17.0% |
| Cash | $718,000,367 | 11.6% |
| Total | $6,189,658,340 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL FOCUS CREST | PATHWAY FUSION | 52MDBDSFM | XAQE | 9.42% | $87,094,095 |
| PRIME FOUNDATION | VERTEX BEACON | UZY6S4GJ8 | CQOQI | 0.84% | $107,110,408 |
| WAVE FUSION | FRONTIER EAGLE | MJFJLFXMN | JKDUH | 9.36% | $99,953,213 |
| TIMBER DELTA GLACIER | BEACON SIGNAL | WWOYXS9J8 | SHX | 3.79% | $78,928,897 |
| EMBER BRIDGE INSIGHT | TIMBER RIDGE | 3KZW1OFRZ | WYQHY | 4.89% | $1,955,792 |
| RADIAL VITAL | FUSION BRIDGE | A9MT1VH7Y | PIM | 4.93% | $23,226,083 |
| ZENITH CREST | MOMENTUM WAVE | HTWXL6B9W | ATPD | 4.07% | $99,801,493 |
| INSIGHT BEACON OAK | TIMBER TIMBER | DTK5OUGBI | BMPGO | 1.59% | $18,519,486 |