RIA Intel›Advisers›Florida›PARKER FINANCIAL PLANNING, LLC.

PARKER FINANCIAL PLANNING, LLC.

Advisory

BRADENTON, FL

Data as of Jun 25, 2026 · Source: SEC Form ADV

Rank in FL

#2,154

of 2,610 advisers by AUM

Average account

$373K

across 31 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

PETTUS & DAWKINS FINANCIAL GROUP, LLC

$12M

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$11M

SAT FINANCIAL ADVISORS INC.

$12M

7STARIA LLC

$11M

LIVINGSTON FINANCIAL PLANNING, INC.

SANTA ROSA BEACH, FL

$12M

INTRUST ADVISORS, INC.

$11M

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