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 Financial Planning & Coaching, Gen X, High Net Worth, Investment Management, and 1 more. Their firm serves 9 clients with $12M 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% |
Subject to a minimum annual fee of $5,000 and a one-time 0.25% setup fee for new clients.
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
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