Heather Hughes-Henrichsen is a registered investment advisor at Parker Financial LLC, based in Silverdale, WA, with 13 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 301 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Parker Financial offers investment management services, typically charging between 0.5% and 2% per year, depending on the size and complexity of your account. Fees are negotiable, and discounts may be available. When using Envestnet/Fidelity, fees are paid quarterly in advance. When using Freedom Advisor/Goldman Sachs, fees are paid monthly in arrears. You can end the contract with thirty days' written notice and receive a refund for the remaining period. Additional fees, such as platform, custodian, trading costs, and regulatory fees, also apply.
Location
9230 Bay Shore Dr NW #201, Silverdale, WA, 98383
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Heather is the owner of Heather Dawn Design, a sole proprietorship offering graphic design, bookkeeping, and administrative assistance since 1992. This takes about 10-20% of Heather's time, including some hours during securities trading hours.
Employment History
Current Registrations
Parker Financial LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.