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Advisor

Michael Parker

SWS Partners · Columbus, Ohio

Michael Parker is a fee-only financial advisor at SWS Partners in Columbus, Ohio, who holds the CFA credential. SWS Partners reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Percentage of assetsFixed feesPerformance-based fees Fee-only CFA

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Facts

FirmSWS Partners
Based in Columbus, Ohio
Fee model (firm's Form ADV)Percentage of assets · Fixed fees · Performance-based fees
Assets under management$442.6M across 519 accounts
CredentialsCFA
SEC registration Investment adviser representative in OH · CRD 4587101
Exams passedSeries 63 (2002) · Series 65 (2004)
Firm size6 employees
Disclosures Reported; see the SEC record
Websitewww.swspartners.com
LinkedInProfile

How Michael's firm compares

  • SWS Partners's average account is about $853,000, from its Form ADV (assets managed divided by 519 accounts).

What fee-only advisors charge in Ohio

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Questions about Michael

Is Michael Parker a fee-only financial advisor?

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

How does Michael charge for financial advice?

Michael's firm, SWS Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

Where is Michael Parker based?

Michael Parker is based in Columbus, Ohio.

What credentials does Michael Parker hold?

Michael Parker holds the CFA credential.

Is Michael Parker registered with the SEC?

Yes. Michael Parker is registered as an investment adviser representative in OH (CRD 4587101), 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 SWS Partners manage?

SWS Partners reports $442.6M across 519 accounts in assets under management.

How do I contact Michael Parker?

Through Michael's website, www.swspartners.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
  • 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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