Chris Parker is a CFP-designated registered investment advisor at Parker Financial Planning, LLC., based in Bradenton, FL, with 20 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Gen X, Investment Management, and 1 more. Their firm serves 9 clients with $9.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are billed monthly and based on the amount of assets under management on the last day of the month by the custodian.
Fee Estimator
Contact
Chris Parker
Location
1201 6th Ave W Suite 100, Bradenton, FL, 34205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Parker Financial Planning, LLC.
Previous Registrations
G. A. Repple & Company
Suntrust Investment Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams