# Parker Financial Planning, LLC.

> Parker Financial Planning, LLC. is a state-registered investment advisory firm in Bradenton, FL, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 147413
- Filed as: PARKER FINANCIAL PLANNING, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bradenton, FL
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147413
- AdvisorCensus page: https://advisorcensus.com/firm/parker-financial-planning-llc-bradenton-fl-147413

## Quick answers

**How is Parker Financial Planning, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Parker Financial Planning, LLC. reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is Parker Financial Planning, LLC. located?**
Parker Financial Planning, LLC.'s principal office is in Bradenton, FL, according to its Form ADV.

**Is Parker Financial Planning, LLC. registered with the SEC or a state?**
Parker Financial Planning, LLC. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147413.

**How much does Parker Financial Planning, LLC. manage?**
Parker Financial Planning, LLC. reports $11,556,995 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**What types of clients does Parker Financial Planning, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Parker Financial Planning, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147413

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,556,995
- Discretionary: $11,556,995
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $5,622,031 |
| High net worth individuals | Fewer than 5 | $5,934,964 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- parkerfinancialplanning.com
- Facebook @parkerfinancialplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parker Financial Planning, LLC. (CRD 147413): Form ADV filing data as of October 2026.