PARKER FINANCIAL PLANNING, LLC.

Overview

Parker Financial Planning, LLC is a small, independent registered investment adviser operating as an LLC that focuses on individualized planning and portfolio management for individuals and families, with the capacity to serve small business clients. The firm’s advisory services center on financial planning, discretionary portfolio management and the selection of other advisers, which signals a model that blends direct portfolio oversight with allocations to outside managers or strategies. Parker Financial Planning bills clients through a mix of percentage‑of‑AUM, subscription and fixed fees, enabling both traditional AUM relationships and planning‑only or subscription arrangements. The firm’s regulatory filing classifies it as a capital allocator and it does not identify itself as an active ESG investor. Service scope is narrow: the adviser is not multi‑state, not a pension consultant, and is positioned to deliver highly customized advice rather than mass‑market model portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices