Parker Financial Planning, LLC

RIASEC Registered

Total AUM

$11.6M

Discretionary

$11.6M

100% of AUM

Avg account

$373K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Bradenton, Florida
CRD number: 147413
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Subscription Fees, Fixed Fees
Client types: HNWI51.35%
Individuals48.65%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Parker Financial Planning, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its compensation arrangements include asset-based fees, subscription fees, and fixed fees, indicating a mix of traditional AUM billing and retainer/subscription-style engagements. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.