A complete list of active advisors currently associated with Parker Wealth Group, LLC

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

Parker Wealth Group, LLC is a state-registered investment adviser that provides discretionary and non-discretionary portfolio management alongside fee-based financial planning. The firm has been in operation since July 2023 and its brochure reports no assets under management as of the filing. Parker Wealth describes an investment process that blends charting, fundamental, technical and cyclical analysis and implements long-term, short-term and active trading strategies, with the ability to use margin where appropriate, and tailors portfolios to clients’ stated risk tolerances. Its compensation arrangements include percentage-of-assets management fees and, less commonly among peers, hourly charges for financial planning services. Notably, the firm is affiliated with an accounting practice and an insurance agency, and the managing member provides accounting and insurance services to advisory clients — relationships the brochure discloses as potential conflicts of interest to be managed under the firm’s fiduciary policies. The brochure also highlights the managing member’s CFP credential and that insurance sales may generate commission compensation, which the firm states it addresses in its disclosures and internal policies.

To learn more about the advisors currently working at Parker Wealth Group, 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.