Firm
Lance Parker Wealth Management
San Luis Obispo, California
Fee-only
Lance Parker Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 67 individual clients, 10 of them high net worth.
- Its average account is about $247,000 (assets it manages divided by its 152 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Luis Obispo, California |
|---|---|
| Website | advisorlance.com |
| Phone | (805) 781-2778 |
Lance Parker Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $750,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"I require $750,000 for investment management services." source
"be paid a quarterly management fee from the account based on our Investment Advisory Agreement." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $38 million |
| Individual clients | 57 |
| High-net-worth clients | 10 |
| Accounts managed | 152 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | April 10, 2026 |
| SEC record | CRD 158251 |