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Parker Financial LLC

Updated today

Client assets under management

$267,445,148

Clients

302

13% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

101

High

Average account size

$885,580

About

Parker Financial LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, and also offers insurance product solutions and referrals to other financial professionals. The firm documents client goals and constraints in an Investment Policy Statement and offers standalone financial planning and consulting in addition to ongoing portfolio management.

Investment implementation is typically discretionary and guided by fundamental analysis, with portfolios that often emphasize ETFs and mutual funds and utilize both long- and short-term trading approaches. Parker Financial also directs clients to third‑party platform managers (including sub‑advisory relationships with Envestnet and Freedom Advisor) for tactical and strategic model portfolios and supervises certain AI tools for transcription and preliminary data analysis to support research and notes.

A few features distinguish the firm from many peers: it regularly publishes free e-newsletters and conducts educational seminars (including pro‑bono events and workbook offerings) for the public, activities that are relatively uncommon among similar advisers. The firm operates with a small advisory team while overseeing a substantial asset base, discloses fee‑sharing/solicitor arrangements with third‑party managers, and maintains a single designated reviewer who performs monthly portfolio reviews; it also discloses that some representatives are insurance‑licensed and may receive commission compensation.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Social Security optimization Wealth management Retirement income strategy

Fee options

Fixed

Financial planning fixed fees starting at $5,000; seminar workbook fees $19-$49.

Percentage

0.5% to 2% annually, negotiable depending on account size and complexity

Commissions

Insurance product commissions (conflicts disclosed); not part of advisory fees.

Other

Account minimum: $500,000 Fee-only: Fixed fees for financial planning generally minimum $5,000, negotiable and based on complexity; seminar workbook fees $19-$49.

Main office location

Parker Financial LLC

9230 Bay Shore Dr Nw #201

Silverdale WA 98383, United States

Number of offices

2

Most active in

Arizona · California · North Carolina · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jason P

Series 65

Silverdale, WA

Parker Financial LLC

Jason Parker is a financial advisor at Parker Financial LLC in Silverdale, WA, holding a Series 65 designation with 18 years of industry experience. He has been with Parker Financial LLC since 2007. Outside of his advisory role, he is the owner of Retirement Budget Calculator LLC, an online subscription service for retirement planning software, and serves as president of the Gateway Christian Schools Foundation, where he oversees committees and participates in speaking engagements. Parker Financial LLC provides investment supervisory services, financial planning, and consulting to individual and high-net-worth clients. The firm emphasizes fundamental analysis and asset allocation, utilizing ETFs, mutual funds, and third-party tactical programs, and maintains public educational offerings including newsletters and seminars.

General retirement planning Social Security optimization Wealth management Retirement income strategy
user avatar

Heather H

Series 65

Silverdale, WA

Parker Financial LLC

Heather Hughes Henrichsen is a financial advisor with Parker Financial LLC in Silverdale, WA, holding a Series 65 credential and 13 years of industry experience. She has been with Parker Financial since 2009. Outside of her advisory role, she operates Heather Dawn Design, a sole proprietorship offering graphic design, bookkeeping, and administrative assistance. Parker Financial LLC provides investment supervisory services, financial planning, and investment consulting to individual and high-net-worth clients. The firm emphasizes fundamental analysis and asset allocation, utilizing ETFs, mutual funds, and third-party money managers, and is known for its public educational activities including e-newsletters and seminars.

General retirement planning Social Security optimization Wealth management Retirement income strategy
user avatar

Timothy T

Series 65

Silverdale, WA

Parker Financial LLC

Timothy Tenbrink is a financial advisor at Parker Financial LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Eiler Wealth Management and Baptist International Missions, Inc. He also served for six years at Northwest Baptist Church. Parker Financial LLC provides investment supervisory services, financial planning, and investment consulting to individual and high-net-worth clients. The firm uses fundamental analysis and asset allocation in its investment approach and incorporates third-party programs and supervised AI tools in portfolio management.

General retirement planning Social Security optimization Wealth management Retirement income strategy
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