Firm
Parker Financial
La Plata, Maryland
Fee-only
Facts
| Based in | La Plata, Maryland |
|---|---|
| Website | pfadvisers.com |
| Phone | (301) 751-7553 |
Parker Financial fees
Parker Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee, flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 22 |
| Financial planning | Offered |
| Form ADV filed | August 5, 2025 |
| SEC record | CRD 145670 |