Fee-only adviser · Silverdale, WA
Parker Financial LLC
Parker Financial LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Silverdale, Washington. On its latest Form ADV, filed September 9, 2026, it reports $272M in regulatory assets under management, 302 individual clients and 3 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 | 144293 · SEC file 801-121333 |
| Office | 9230 Bay Shore DR NW #201 Silverdale, WA 98383 |
| Phone | (360) 337-2701 |
| Website | www.parker-financial.net |
| Regulatory assets under management | $272M |
| Individual clients | 262 non-high-net-worth, 40 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 9, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
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 Silverdale
- Clear Creek Financial Management, LLC $1.9B
- Strong Retirement Solutions $166M
- Provident Living Advisors LLC $63M
See all 4 fee-only advisers in Silverdale →
Nearby
- Poulsbo 2 firms
- Bainbridge Island 4 firms
- Port Orchard 2 firms
- Seattle 73 firms
- Edmonds 4 firms
- Lake Forest Park 1 firm
- Shoreline 1 firm
- Kenmore 1 firm
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