Parker Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Generally, the fee for a complete Financial Planning assessment will be approximately $3,000 per plan and $250 per hour for periodic checkups and rebalancing of the plan to assess progress and implement established agreed upon changes.”

Flat or project fee

$3,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Parker Wealth Management, LLC bills

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

• “Clients are invoiced quarterly and advisory fees are paid in arrears.”
• “These fees can be paid by check or withdrawn directly from the client’s account with client written authorization.”
• “Clients will be provided with an invoice for services rendered in the previous quarter.”

How Parker Wealth Management, LLC’s fees compare

• Its hourly rate of $250 is below the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Windsor that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Connecticut median of $5,125. 23% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Parker Wealth Management, 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: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.3% a year

Clients

21

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$16,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

157064

Website

parkerwm.com (opens in new tab)

Phone

(860) 432-5802

Other planners in Windsor that publish fees

• Financial Advantage Advisors Co.Windsor$100⁠-⁠$350/hr
• Wealthshape LLCWindsor$250/hr, $5,000
• 5TH Street Advisors, LLCSouthport$400/hr, $3,000⁠-⁠$5,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr

Compare all 4 planners in Windsor