Parker Financial Planning, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Parker Financial Planning serves individuals, families, trusts and small business owners with fee‑only wealth management, ongoing discretionary portfolio management, and project‑based financial planning. The firm offers full‑service engagements that combine investment management with comprehensive planning as well as a monthly subscription option and standalone financial plans.
The firm’s investment approach emphasizes long‑term asset allocation consistent with Modern Portfolio Theory and typically uses ETFs, no‑load mutual funds, and institutionally priced strategies; it has been an approved provider of Dimensional Fund Advisors (DFA) funds since 2011. Parker creates an Investment Policy Statement with each client, provides active discretionary management, and gives clients 24/7 access to a digital planning portal integrated with its chosen custodian.
What distinguishes the firm from many peers is its very small client roster relative to reported discretionary assets—approximately $12.45 million as of July 15, 2026—resulting in concentrated assets per client, and its operational relationship with Altruist, including participation in Altruist’s Model Marketplace and Match program and receipt of platform support that the firm discloses may present conflicts of interest. The firm also discloses that it does not aggregate trades and may offer pro bono or discounted project engagements at the planner’s discretion.
Client services
Expertise
Demographic focus
Fee options
Financial plan flat fees range from $1,500 to $6,000 depending on plan type
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.30%
Subscription plan: $5,000 annually billed monthly ($416.67/month) for clients with less than $500,000 assets, with reductions based on assets transferred for management
Account minimum: $500,000 Minimum fee: $5,000 minimum annual advisory fee Fee-only: Fee-only, non-commission-based investment account management
Main office
1201 6th Ave W Suite 100
Bradenton FL 34205
Advisors at this office
1
Most active in
Florida · South Carolina
Also doing business as
On Track Financial Planning, LLC. · Parker Financial Planning, LLC · Parker Financial Planning, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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