Parker Financial Planning, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only fiduciary financial planning and investment advisory services to individuals, families, and small business owners, with a primary focus on clients in the five-to-ten-year window before retirement. Services include ongoing retirement planning and wealth management with discretionary portfolio management, plus an hourly personal financial consulting option for clients in the accumulation phase.
The firm's investment approach emphasizes long-term goals and disciplined asset allocation, employing either strategic or tactical allocations depending on market conditions and relying on no-load mutual funds, ETFs, and institutional-only mutual funds. Portfolios are implemented under a written Investment Policy Statement, the firm generally avoids market timing and frequent trading, and client accounts are managed through an integrated custodial platform that provides a client portal and reporting.
Noteworthy features include longstanding access to Dimensional (DFA) funds—mutual funds not available directly to the public—which the firm has been approved to use since 2011, and a small client base supporting nearly $9.9 million in assets under management, resulting in relatively high assets per client. The firm’s custodial relationship includes participation in a model marketplace and a client-match program and receipt of platform support tied to asset thresholds; the brochure discloses these arrangements as potential conflicts of interest, and clients retain responsibility for proxy voting.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$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%
$250 per hour with 4 hour minimum
Account minimum: $500,000 Minimum fee: $5,000 minimum annual investment advisory fee Fee-only: Fee-only basis (non-commission)
Main office
1201 6th Ave W Suite 100
Bradenton FL 34205
Advisors at this office
1
Most active in
Florida
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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