# Parker Financial Advisors LLC

> Parker Financial Advisors LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 305188
- Filed as: PARKER FINANCIAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305188
- AdvisorCensus page: https://advisorcensus.com/firm/parker-financial-advisors-llc-houston-tx-305188

## Quick answers

**How is Parker Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Parker Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Parker Financial Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Hourly rate: $250 an hour (Certain services outside of the scope of the Agreement). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Parker Financial Advisors LLC located?**
Parker Financial Advisors LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Parker Financial Advisors LLC registered with the SEC or a state?**
Parker Financial Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305188.

**How much does Parker Financial Advisors LLC manage?**
Parker Financial Advisors LLC reports $217,619,860 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (96% discretionary).

**How have Parker Financial Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Parker Financial Advisors LLC: Regulatory assets under management: $172,809,531 in the October 2021 data and $217,619,860 in the October 2026 data, up 26%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Parker Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (26).

**Which custodians does Parker Financial Advisors LLC use?**
Parker Financial Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Parker Financial Advisors LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305188

**What changed in Parker Financial Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $190,897,043 to $217,619,860 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Hourly rate: $250 an hour (Certain services outside of the scope of the Agreement)

> Certain services outside of the scope of the Agreement, as agreed upon by the Client and PFA, will be billed on an hourly basis at a rate not to exceed $250 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $217,619,860
- Discretionary: $208,380,707
- Non-discretionary: $9,239,153

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $17,196,581 |
| High net worth individuals | 55 | $200,423,279 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305188

### Websites listed on Form ADV (Item 1.I)
- [parkerfeeonly.com](https://parkerfeeonly.com)
- Facebook @parkerfeeonly
- LinkedIn @parker-financial-advisors
- X @pfawealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $172,809,531 | 2 | March 23, 2021 |
| October 2022 | $195,204,512 | 2 | January 25, 2022 |
| October 2023 | $162,804,275 | 2 | January 23, 2023 |
| October 2024 | $173,967,598 | 2 | June 11, 2024 |
| October 2025 | $190,897,043 | 2 | March 10, 2025 |
| October 2026 | $217,619,860 | 2 | March 2, 2026 |

Regulatory assets under management: $172,809,531 in the October 2021 data and $217,619,860 in the October 2026 data, up 26%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $190,897,043 to $217,619,860 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parker Financial Advisors LLC (CRD 305188): Form ADV filing data as of October 2026.