Parker Financial LLC is a registered investment advisor based in Silverdale, Washington, offering ongoing portfolio management and financial planning services. Operating under names such as Sound Retirement Planning and Sound Retirement Radio, the firm builds customized investment portfolios using exchange-traded funds and mutual funds based on each client's individual goals, risk tolerance, and time horizon. Parker Financial also partners with third-party platform providers like Envestnet and Freedom Advisor to offer specialized tactical and strategic investment portfolios. In addition to managing investments, Parker Financial provides comprehensive retirement planning, tax planning, insurance consulting, and estate planning services. The firm works primarily with individuals and high-net-worth clients, requiring a minimum account size of $500,000, though this minimum can be waived based on client needs and situation complexity.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Parker Financial typically charges between 0.5% and 2% per year depending on account size and complexity. Fees are negotiable. Third-party platform managers may charge an additional 0.20% to 1.00%.