# Charles Parker

> Charles Parker is a fee-only financial advisor at Parker Financial Advisors, LLC in Houston, Texas, who holds the AEP, BBA and CFP credentials. Charles focuses on equity compensation, divorce financial planning and retirement planning. Parker Financial Advisors, LLC reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-parker/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Parker Financial Advisors, LLC
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $217.6M across 359 accounts
- **Credentials:** AEP, BBA, CFP
- **Specialties:** Equity compensation, Divorce financial planning, Retirement planning, Pension planning
- **Works with:** Retirees, Mid-life transitions, Divorced individuals, Executives
- **CRD:** 1406057 (https://adviserinfo.sec.gov/individual/summary/1406057)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1985)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://parkerfeeonly.com

## Frequently asked questions

### Is Charles Parker a fee-only financial advisor?

Yes. Charles Parker is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Charles's firm.

### How does Charles charge for financial advice?

Charles's firm, Parker Financial Advisors, LLC, reports charging a percentage of assets on its SEC Form ADV.

### Where is Charles Parker based?

Charles Parker is based in Houston, Texas.

### What does Charles specialize in?

Charles's specialties include equity compensation, divorce financial planning, retirement planning and pension planning. Charles works with retirees, mid-life transitions, divorced individuals and executives.

### What credentials does Charles Parker hold?

Charles Parker holds the AEP, BBA and CFP credentials.

### Is Charles Parker registered with the SEC?

Yes. Charles Parker is registered as an investment adviser representative in TX (CRD 1406057), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Parker Financial Advisors, LLC manage?

Parker Financial Advisors, LLC reports $217.6M across 359 accounts in assets under management.

### How do I contact Charles Parker?

Through Charles's website, parkerfeeonly.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1393): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.parkerfeeonly.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.