Firm
Parker Financial Planning
Bradenton, Florida
Fee-only
Parker Financial Planning at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 9 individual clients.
- Its average account is about $373,000 (assets it manages divided by its 31 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Bradenton, Florida |
|---|---|
| Website | parkerfinancialplanning.com |
| Phone | (941) 564-6141 |
Parker Financial Planning 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.
| One-time plan | From $1,500 |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Flat fee |
In the firm's words
"Flat Fee range: $1,500 to $3,000" source
"Advisory fee is based on a fee-only (commission free) % of the portfolio" 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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 9 |
| Accounts managed | 31 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 147413 |