Charles Parker
Parker Financial Advisors, LLC · Houston, Texas
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.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
- Divorced individuals
- Executives
Facts
| Firm | Parker Financial Advisors, LLC |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $217.6M across 359 accounts |
| Credentials | AEP · BBA · CFP |
| SEC registration | Investment adviser representative in TX · CRD 1406057 |
| Exams passed | Series 63 (1985) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | parkerfeeonly.com |
How Charles's firm compares
- Parker Financial Advisors, LLC's average account is about $606,000, from its Form ADV (assets managed divided by 359 accounts).
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Questions about Charles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Parker Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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