Patricia Heaton Parker, CFP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,641,335
Clients
89
9% 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
89
Very HighAverage account size
$288,105
About
This advisory firm provides fee‑only financial planning, modular planning, consulting, and discretionary portfolio management to individuals (including high‑net‑worth clients), trusts and estates, retirement plan participants, charities, and businesses. It manages roughly $25 million for about ninety client relationships and offers virtual meetings alongside in‑person appointments; advisory compensation is fee‑only and primarily asset‑based rather than commission‑driven.
The firm builds individualized portfolios using mutual funds, ETFs, individual equities and fixed‑income securities, favoring long‑term holdings with periodic rebalancing and a mix of fundamental and evidence‑based analysis; accounts are managed on a discretionary basis with regular (at least quarterly) reviews. Financial planning work ranges from comprehensive plans to single‑topic modular engagements and hourly consulting, and the adviser documents and accommodates client‑imposed restrictions and ongoing monthly planning arrangements.
Two regulatory disclosure events are noted in the brochure: a temporary industry registration suspension in 2013 related to a procedural disclosure matter on a registration filing, and a 2023 consent decree with the Indiana securities regulator concerning prior registration while maintaining a place of business, resolved without admission of wrongdoing and with an administrative assessment. The firm also emphasizes client education through periodic workshops and guest‑speaker events and notes ancillary activities such as an ongoing writing project on advance directives, reflecting a broader focus on informational outreach beyond portfolio management.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General estate planning guidance
Retirement income strategy
Cash flow / budgeting
Fee options
Financial planning services fees are fixed fees ranging from $850 to $5,500 depending on complexity; modular financial planning services minimum fee $1,500; onboarding fee $295 one-time
$0 - $600,000: 1.00% annually $601,000+: 0.5% annually
Consulting services hourly fee ranging from $250 to $350 per hour
Monthly financial planning fees ranging from $100 to $350 per month
Minimum fee: Minimum fee for modular financial planning services is $1,500 Fee-only: Financial planning services offered on fixed fee basis ranging from $850 to $5,500; consulting services charged hourly $250 to $350 per hour; monthly financial planning fees from $100 to $350 per month; no commissions are charged, fee-only advisor.
Main office location
Patricia Heaton Parker, CFP
75 N Main Street
Zionsville IN 46077, United States
Number of offices
2
Most active in
Patricia Heaton Parker, CFP has reported serving >5 clients in these states in the last 12 months.
California · Indiana
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.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")