Chris Parker
Parker Financial Planning · Bradenton, Florida
Chris Parker is a fee-only financial advisor at Parker Financial Planning in Bradenton, Florida, who holds the CFP credential. Chris charges a percentage of assets, an ongoing planning fee, a one-time planning fee and a flat fee or retainer (one-time plans from $1,500) and focuses on retirement planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Parker Financial Planning |
|---|---|
| Based in | Bradenton, Florida |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee · Flat fee or retainer |
| Fees (firm's website) | One-time plans from $1,500 |
| Accepting new clients | Yes |
| Assets under management | $11.6M across 31 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 2495502 |
| Exams passed | Series 63 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.parkerfinancialplanning.com |
How Chris's firm compares
- A one-time plan starts at $1,500, below the Florida median of $2,500 for fee-only firms that publish prices.
- Parker Financial Planning's average account is about $373,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Chris
Is Chris Parker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chris holds no broker registration, and Parker Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chris charge for financial advice?
Chris charges a percentage of assets, an ongoing planning fee, a one-time planning fee and a flat fee or retainer.
How much does Chris charge?
According to Parker Financial Planning's website, checked October 30, 2026: one-time plans from $1,500.
Where is Chris Parker based?
Chris Parker is based in Bradenton, Florida.
What does Chris specialize in?
Chris's specialties include retirement planning. Chris works with pre-retirees and retirees.
What credentials does Chris Parker hold?
Chris Parker holds the CFP credential.
Is Chris Parker registered with the SEC?
Yes. Chris Parker is registered as an investment adviser representative in FL (CRD 2495502), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Parker Financial Planning manage?
Parker Financial Planning reports $11.6M across 31 accounts in assets under management.
How do I contact Chris Parker?
Through Chris's website, www.parkerfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Parker Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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