Lance Parker
Lance Parker is a registered investment advisor at Lance Parker Wealth Management, based in San Luis Obispo, CA, with 27 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 72 clients with $31M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
1042 Pacific Street, Suite C, San Luis Obispo, CA, 93401
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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 →Other Business Activities
Lance is a board member of the United Way of San Luis Obispo County, a non-profit organization. He also coaches boys' varsity golf at Mission College Prep High School.
Employment History
Current Registrations
Lance Parker Wealth Management
Previous Registrations
Securities America Advisors, INC.
Eplanning Advisors INC
Financial West Investment Group, INC.
State Registrations2 states
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