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Wellspent public graph/Firms/Parker Prescott Capital Management
Firm

Parker Prescott Capital Management

Dallas, Texas

Fee-only

Parker Prescott Capital Management at a glance

  • One of 690 fee-only firms based in Texas in the Wellspent graph.
  • 1 advisor is listed here.
  • Its Form ADV reports 1 employee and 3 individual clients.
  • Its average account is about $64,000 (assets it manages divided by its 7 accounts).

Specialties Retirement planning

Works with Retirees · Pre-retirees

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Based inDallas, Texas
Websiteparkerprescott.com
Phone(972) 639-7820

Parker Prescott Capital Management fees

Parker Prescott Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 byPercentage of assets · Fixed fees · Performance-based fees
Assets managed$0 million
Individual clients3
Accounts managed7
Employees1
Planning clients1-10
Financial planningOffered
Form ADV filedJanuary 14, 2026
SEC recordCRD 290862

Advisors at this firm (1)