# Teagan Parker

> Teagan Parker is a fee-only financial advisor at Rosemeyer Management Group in Great Falls, Montana. Teagan focuses on retirement planning, tax planning and estate & legacy planning. Rosemeyer Management Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Rosemeyer Management Group
- **Based in:** Great Falls, Montana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $914.0M across 1,170 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8262777 (https://adviserinfo.sec.gov/individual/summary/8262777)
- **SEC registration:** Investment adviser representative in MT
- **Exams passed:** Series 65 (2026)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.rosemeyermg.com

## Frequently asked questions

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

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

### How does Teagan charge for financial advice?

Teagan's firm, Rosemeyer Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Teagan Parker based?

Teagan Parker is based in Great Falls, Montana.

### What does Teagan specialize in?

Teagan's specialties include retirement planning, tax planning and estate & legacy planning. Teagan works with retirees and pre-retirees.

### Is Teagan Parker registered with the SEC?

Yes. Teagan Parker is registered as an investment adviser representative in MT (CRD 8262777), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rosemeyer Management Group manage?

Rosemeyer Management Group reports $914.0M across 1,170 accounts in assets under management.

### How do I contact Teagan Parker?

Through Teagan's website, www.rosemeyermg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8262777): 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://rosemeyermg.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.