Parker Financial Planning, LLC

Overview

Parker Financial Planning, LLC is an independent, Florida-registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, delivering financial planning and discretionary portfolio management for individuals and small businesses. Its billing models include a percentage of assets under management, subscription fees, and fixed fees. The adviser does not position itself as a capital allocator or pension consultant, and it does not flag active ESG investing. Services appear tailored to a small, high-net-worth client base rather than institutional mandates or multi-state retail expansion.

Assets & Accounts

Investments & Alternatives

Location & Offices