Parker Financial LLC

Retirement Planning Firm in Kitsap County, WA

Firm Info
Address: 9230 Bay Shore Dr NW STE 201, Silverdale, WA 98383, USA
Phone: (360) 337-2701

Firm Size
Assets Under Management: $122.4 million
# of Advisors: 1
# of Clients: 244
Client to Advisor Ratio: 244:1
Average Account Size: $501,669
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Commissions
  • Other

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Parker Financial LLC Overview

Parker Financial LLC is a fee-based registered investment advisory firm established in Silverdale, WA in 2021. As an insurance broker/agent, the firm offers investment advice and provides various investment services to both individuals and small businesses. It prides itself on its financial planning and portfolio management services, which are tailored to meet clients' specific needs. Additionally, Parker Financial LLC is skilled in selecting other advisors as required and publishes periodicals and newsletters to keep clients up to date on the latest developments in the industry. Clients of Parker Financial LLC can expect an exceptional experience as the firm aim to bring value to their holistic financial objectives through its comprehensive and customized financial plans. Furthermore, Parker Financial LLC offers educational seminars and workshops that provide its clients with essential information on how to manage their finances with confidence. Overall, Parker Financial LLC is a reliable registered investment advisory firm that utilizes up-to-date technology to deliver high-quality services to its clients.

PARKER FINANCIAL LLC caters to a wide variety of clients, ranging from individuals to high net worth individuals, as well as other corporation types not listed. Their diverse clientele base reflects their deep expertise and ability to provide customized solutions to meet the needs of clients across different levels of wealth and backgrounds. They pride themselves on being able to cater to the unique financial needs of each individual or organization, ensuring that everyone receives the highest quality service possible. PARKER FINANCIAL LLC understands that different clients have varying preferences when it comes to fee structures. As such, they offer a range of options depending on the service provided. Clients may choose to pay a percentage of their assets under management (AUM) as their fee, which is a common fee structure for investment advisory services. Alternatively, fixed fees are also available for other services, providing clients with a predictable cost that is not tied to the value of their assets. For certain services, commissions may be charged based on the size or complexity of the transaction, which may be a better fit for clients who prefer to pay a variable fee based on the services being provided. Furthermore, other types of fees are also available, depending on the type of service, complexity, and client preference. With such a range of fee structures on offer, PARKER FINANCIAL LLC ensures that all clients are able to find a fee structure that is both fair and transparent.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Parker Financial LLC mentions that they "may establish minimum investment requirements for their services." However, it does not provide any specific information about what those requirements may be. Therefore, the investment minimum for Parker Financial LLC is unclear based on their Part 2 Brochure.

How This Office Can Help Kitsap County, WA Residents

Charles Anderson Co is a financial advisory firm that offers a range of services to clients in Bainbridge Island, WA. The firm's primary goal is to help individuals and families achieve their financial goals by offering personalized advice and guidance. The team at Charles Anderson Co is made up of experienced professionals who understand the unique financial situations clients in Bainbridge Island may be facing. Some of these situations may include planning for retirement, managing debt, investing for the future, or creating an estate plan. For clients who are nearing retirement, Charles Anderson Co can offer advice on how to maximize their savings and minimize taxes. For those who are struggling with debt, the firm can provide guidance on how to reduce their debt burden and manage their finances more effectively. Charles Anderson Co can also help clients who are interested in investing by providing comprehensive investment analysis and strategy development. For those who want to create an estate plan, the firm can provide guidance on how to protect and transfer wealth to future generations. Overall, Charles Anderson Co strives to provide clients with the guidance and support they need to achieve their financial objectives and live a financially secure life.


Services Offered by Parker Financial LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Parker Financial LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Commissions
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 9230 Bay Shore Dr NW STE 201, Silverdale, WA 98383, USA
Phone (360) 337-2701
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Parker Financial LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Texas
  • Washington

Disciplinary History

Parker Financial LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs