Parker Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,001,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
33
33% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
HighAverage account size
$545,485
About
Parker Financial, LLC provides investment advisory and consulting services to individuals, trusts, estates and one-owner small businesses, with a client base that also includes charitable organizations and select institutional clients. The firm manages client portfolios and offers comprehensive financial planning, periodic newsletters, and educational seminars and workshops as part of its service mix.
The firm’s investment approach emphasizes a long-term, tax-efficient framework using Modern Portfolio Theory for asset allocation and integrates environmental, social and governance (ESG) considerations. Implementation typically uses low-cost passive ETFs, equities and investment-grade fixed income, and the adviser prepares customized asset-allocation reports and monitors portfolios against client goals and risk tolerances.
Distinctive features include its status as a woman‑owned, fee‑only independent adviser led by a single CFP professional and the firm’s active role in proxy voting and client-directed investment restrictions. Compared with many peers, Parker Financial’s offering of periodicals, public educational workshops funded by sponsor partners, and explicit service to charitable and institutional clients is uncommon for a solo independent adviser.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Wealth management
Occupation focus
Founder/Business Owner
Demographic focus
Women Professionals
Mid-Career Professionals
Fee options
$1,100 flat fee for initial financial plan and consulting services; $1,100 flat fee for annual review and update
$0 - $500,000: 1.00% $500,001 - $750,000: 0.95% $750,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.50%
Account minimum: $250,000 Fee-only: Flat fee of $1,100 for initial financial plan and consulting services; same flat fee for annual review and update
Main office location
Parker Financial, LLC
La Plata MD, United States
Number of offices
1
Most active in
Parker Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
-
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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