Advisor at Lance Parker Wealth Management
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Firm
Lance Parker Wealth Management
Location
San Luis Obispo, CA 93401
Credentials
Series 63, Series 65
Industry experience
27 years
Lance Parker is the sole advisor at Lance Parker Wealth Management in San Luis Obispo, CA, holding Series 63 and Series 65 designations with 27 years of industry experience. He has led Parker Wealth Advisory Services since 2011. His firm provides investment supervisory services and financial planning to individuals, high-net-worth clients, and trusts, estates, and charitable organizations. The investment approach features global asset allocation with a combination of long- and short-term trading across various asset classes, managing assets on a non-discretionary basis and delivering financial plans primarily as one-time engagements unless additional services are requested.
$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$300 per hour, negotiable
Account minimum: $500,000
1042 Pacific Street, Suite C
San Luis Obispo, CA 93401
California · Texas
Parker Wealth Advisory Services
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Eric Maldonado, CFP®, MBA, a Fee-Only Financial Planner, is located in San Luis Obispo, CA serving clients both locally and virtually across the US. Aquila Wealth Advisors provides financial planning to help business owners and families build, manage, and protect their assets throughout all seasons of life. Eric Maldonado is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. We have a specialty in serving business owners and near-retirees. We help you maximize your income and revenue while aligning finances with your values and goals. We work with you in coordination with your tax, legal, and insurance professionals to customize and implement a plan unique to you, your family, and your business.
CFP®, Series 63, Series 65
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KMR Wealth Advisory, LLC
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