Fee-only adviser · Houston, TX
Parker Financial Advisors LLC
Parker Financial Advisors LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Houston, Texas. On its latest Form ADV, filed March 2, 2026, it reports $218M in regulatory assets under management, 81 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 305188 · SEC file 801-117329 |
| Office | 14800 ST Mary's LN Ste 245 Houston, TX 77079 |
| Phone | (832) 476-3495 |
| Website | www.parkerfeeonly.com |
| Regulatory assets under management | $218M ($208M discretionary) |
| Individual clients | 26 non-high-net-worth, 55 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Houston
- Symphony Financial, Ltd. Co. $1.4B
- Corda Investment Management, LLC $2.0B
- Financial Synergies $1.8B
- Adell Harriman & Carpenter $2.1B
- Willis Johnson Wealth $1.9B
- Saxon Financial Group $679M
See all 157 fee-only advisers in Houston →
Nearby
- Bellaire 3 firms
- Stafford 1 firm
- Richmond 1 firm
- Sugar Land 11 firms
- Pearland 2 firms
- Missouri City 1 firm
- Spring 3 firms
- Katy 5 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Parker Financial Advisors LLC? Update this listing.