# Lance Parker

> Lance Parker is a fee-only financial advisor at Lance Parker Wealth Management in San Luis Obispo, California. Lance charges a percentage of assets (a $750,000 asset minimum) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/lance-parker/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lance Parker Wealth Management
- **Based in:** San Luis Obispo, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $750,000 asset minimum
- **Assets under management (firm):** $37.5M across 152 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2499638 (https://adviserinfo.sec.gov/individual/summary/2499638)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1994), Series 65 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.advisorlance.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Lance holds no broker registration, and Lance Parker Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lance charge for financial advice?

Lance charges a percentage of assets.

### How much does Lance charge?

According to Lance Parker Wealth Management's website, checked October 30, 2026: a $750,000 asset minimum.

### Where is Lance Parker based?

Lance Parker is based in San Luis Obispo, California.

### What does Lance specialize in?

Lance's specialties include retirement planning. Lance works with retirees and pre-retirees.

### Is Lance Parker registered with the SEC?

Yes. Lance Parker is registered as an investment adviser representative in TX (CRD 2499638), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lance Parker Wealth Management manage?

Lance Parker Wealth Management reports $37.5M across 152 accounts in assets under management.

### How do I contact Lance Parker?

Through Lance's website, www.advisorlance.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2499638): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.advisorlance.com/): specialties, clients served, and fees, checked October 30, 2026

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