Joseph Klingen
Parker Financial Advisors · Houston, Texas
Joseph Klingen is a fee-only financial advisor at Parker Financial Advisors in Houston, Texas, who holds the PFS credential. Parker Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Parker Financial Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $217.6M across 359 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL, TX · CRD 2413199 |
| Exams passed | Series 63 (1993) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.parkerfeeonly.com |
How Joseph's firm compares
- Parker Financial Advisors's average account is about $606,000, from its Form ADV (assets managed divided by 359 accounts).
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Questions about Joseph
Is Joseph Klingen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Parker Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Parker Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Klingen based?
Joseph Klingen is based in Houston, Texas.
What credentials does Joseph Klingen hold?
Joseph Klingen holds the PFS credential.
Is Joseph Klingen registered with the SEC?
Yes. Joseph Klingen is registered as an investment adviser representative in FL and TX (CRD 2413199), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Parker Financial Advisors manage?
Parker Financial Advisors reports $217.6M across 359 accounts in assets under management.
How do I contact Joseph Klingen?
Through Joseph's website, www.parkerfeeonly.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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
- 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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