Parker Financial Planning provides retirement planning and wealth management services to individuals, families, and small business owners. Chris F. Parker, the owner, is a Certified Financial Planner. The firm uses investment management firms like Dimensional Fund Advisors (DFA). Services are provided on a fee-only basis, meaning no commissions are charged.
Assets Under Management$9.9M
Clients9
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$9.9M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are billed monthly and based on the amount of assets under management on the last day of the month by the custodian.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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