PARKER FINANCIAL PLANNING, LLC.

PARKER FINANCIAL PLANNING, LLC. of BRADENTON, FL is an SEC-registered investment adviser (CRD 147413). Regulatory assets under management: $11.6M.

Registration

• CRD: 147413
• Type: Registered investment adviser
• Location: 1201 6TH AVE W SUITE 100, BRADENTON, FL, 34205
• Phone: (941) 564-6141
• Latest filing: 2026-06-25
• Regulatory AUM: $11.6M
• Discretionary AUM: $11.6M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM, Fixed, Subscription.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147413 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search