A complete list of active advisors currently associated with Parker Financial Planning, LLC.

Warmer can help you find a great advisor at Parker Financial Planning, LLC. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Parker Financial Planning, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Chris Parker	Bradenton, FL	20

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