Parker Financial, LLC fees and pricing
Financial planner in La Plata, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 5, 2025, Parker Financial, LLC charges a flat or project fee of $1,100 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,100
“Planner will charge fee-for-services on a flat fee of $1,100 for the initial financial plan and consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Parker Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are negotiable and may be modified or changed by Planner upon advance written notice to Client.”
- “The Fee will be payable quarterly in advance upon deposit of any funds or securities in the account.”
- “The first payment will be prorated to cover the period from the date the Account is opened through the end of the next full calendar quarter.”
How Parker Financial, LLC’s fees compare
- Its flat or project fee of $1,100 is below the Maryland median of $4,335. 13% of the 133 other Maryland planners that publish a flat or project fee charge less.
About Parker Financial, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2008 (18 years).
Firm details from Form ADV
- 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
- 1% a year
- Clients
- 33
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and educational seminars and workshops
- Assets managed
- $18,480,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 145670
- Phone
- (301) 751-7553
Other planners in Maryland that publish fees
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Addax Bridge FinancialPotomac$250-$400/hr, $5,000-$6,000
- Adenry Wealth LLCColumbia$300/hr, $300
- Advocate Investing ServicesWoodbine$400/hr, $1,000-$10,000
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.