Lance Parker
Lance Parker Wealth Management · San Luis Obispo, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $37.5M across 152 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2499638 |
| Exams passed | Series 63 (1994) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.advisorlance.com |
How Lance's firm compares
- Lance Parker Wealth Management's average account is about $247,000, from its Form ADV (assets managed divided by 152 accounts).
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Questions about Lance
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.
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
- Lance Parker Wealth Management 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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