Parker Wealth Group, LLC

Parker Wealth Group, LLC provides fee-based financial planning and portfolio management for individuals, families, small businesses, trusts, estates, and private business owners. Services disclosed in the brochure include discretionary and non‑discretionary investment management, comprehensive financial planning, portfolio management within 529 plans, and fiduciary retirement-account advice; compensation is by percentage of assets under management and by hourly charges.

The firm describes a blended investment approach using charting, fundamental, technical, and cyclical analysis and implements long‑term, short‑term, and trading strategies as appropriate to client objectives. Portfolios are tailored through initial and ongoing consultations to address clients’ risk tolerance, time horizon, liquidity needs, and the firm states it will act in a fiduciary capacity for retirement accounts under ERISA/the Internal Revenue Code.

Notable distinctions disclosed in the brochure include the managing member’s employment with the certified public accounting firm Parker & Richardson, P.C., and the firm owner’s separate ownership of Texas Insurance Agency, Inc.; certain investment adviser representatives are separately licensed insurance agents and insurance and accounting activities are disclosed as separate, compensated businesses (each representing a small portion of time). The brochure also notes the firm is newly established (July 2023), operates as a small two‑advisor practice, and, as of the filing date, reported no assets under management and no client accounts.