Parker Financial LLC fees and pricing

Financial planner in Silverdale, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 16, 2026, Parker Financial LLC charges a flat or project fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $5,000; “Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is generally a minimum of $5,000.”

Payment and refund terms, quoted from the fee section of the brochure.

“These fees are negotiable and the final fee schedule is included in the Investment Advisory Agreement.”
“Fees are paid quarterly in advance when using Envestnet/Fidelity.”
“Fees are paid monthly in arrears when using Freedom Advisor/Goldman Sachs.”

Its flat or project fee of $5,000 is above the Washington median of $3,250. 67% of the 103 other Washington planners that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 302
Employees: 5
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed: $272,049,379
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 144293
Website: facebook.com/parker-financial-llc-1426220497614605/?ref=bookmarks (opens in new tab)
Phone: (360) 337-2701

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.