Parker Financial Advisors LLC

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Client assets under management

$217,619,860

Clients

68% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$2,686,665

About

Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high‑net‑worth clients, integrating investment consulting with retirement, estate, tax, cash‑flow and charitable planning. The firm reports managing roughly $218 million for about 80 clients and uses a structured onboarding process with regular progress meetings to implement client plans.

The firm’s investment approach is academically grounded in Modern Portfolio Theory and emphasizes diversification, long‑term asset allocation, and use of institutional asset‑class vehicles (including Dimensional fund series and index funds) rather than active retail‑only products. Clients receive a written Investment Policy Statement and a multi‑step planning process that combines portfolio construction with advanced planning across wealth enhancement, transfer, protection, and charitable giving.

The firm’s regulatory disclosures warrant review: the brochure directs prospective clients to Item 11 of Form ADV Part 1 on the Investment Adviser Public Disclosure site (CRD 305188) for details on disciplinary or legal items. Parker Financial Advisors also maintains a formal succession agreement with a larger wealth manager (originally Buckingham, anticipated to transfer to Focus Partners Wealth) and outsources administrative functions to an EverSource affiliate, arrangements that bear on continuity and operational support.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Wealth management Cash flow / budgeting Debt management General estate planning guidance

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $2,000,000: 1.00% annually Above $2,000,000 - $3,000,000: 0.75% annually Above $3,000,000 - $4,000,000: 0.60% annually Above $4,000,000 - $5,000,000: 0.45% annually Above $5,000,000 - $10,000,000: 0.30% annually Above $10,000,000+: 0.00% annually

Project-based

Up to $250 per hour for services outside the scope of the wealth management agreement

Other

Minimum fee: Minimum quarterly fee of $3,000 Fee-only: Wealth management fees based on assets under management; no commissions; hourly consulting services up to $250/hour

Main office location

Parker Financial Advisors LLC

14800 St Mary's Ln, Ste 245

Houston TX 77079-2943, United States

Number of offices

Most active in

Florida · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 832-476-3495

Advisors at this firm

Charles P

CFP®, Series 63

Houston, TX

Parker Financial Advisors LLC

Charles Parker Jr. is a CFP® practitioner with 30 years of experience in financial advising. He has worked at Parker Financial Advisors LLC since 2019 and was previously with Cl Parker, Inc., DBA Parker Financial Advisors, from 1996 to 2019. Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high-net-worth clients, utilizing a structured onboarding and multi-step planning process. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversification, long-term asset allocation, and institutional asset-class vehicles.

General retirement planning Wealth management Cash flow / budgeting Debt management General estate planning guidance Founder/Business Owner Executive

Joseph K

PFS™, Series 63, Series 65

Houston, TX

Parker Financial Advisors LLC

Joseph Klingen is a financial advisor at Parker Financial Advisors LLC in Houston, TX, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Parker Financial Advisors since 2008. Outside of his advisory role, Mr. Klingen owns and operates a tennis racquet stringing business called Stringin' Klingen. Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high-net-worth clients, using a structured onboarding process and regular progress meetings. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversification, long-term asset allocation, and institutional asset-class vehicles.

General retirement planning Wealth management Cash flow / budgeting Debt management General estate planning guidance Founder/Business Owner Executive

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