P
Parker Wealth Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Parker Wealth Group, LLC is a state-registered investment adviser that provides discretionary and non-discretionary portfolio management alongside fee-based financial planning. The firm has been in operation since July 2023 and its brochure reports no assets under management as of the filing.
Parker Wealth describes an investment process that blends charting, fundamental, technical and cyclical analysis and implements long-term, short-term and active trading strategies, with the ability to use margin where appropriate, and tailors portfolios to clients’ stated risk tolerances. Its compensation arrangements include percentage-of-assets management fees and, less commonly among peers, hourly charges for financial planning services.
Notably, the firm is affiliated with an accounting practice and an insurance agency, and the managing member provides accounting and insurance services to advisory clients — relationships the brochure discloses as potential conflicts of interest to be managed under the firm’s fiduciary policies. The brochure also highlights the managing member’s CFP credential and that insurance sales may generate commission compensation, which the firm states it addresses in its disclosures and internal policies.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Occupation focus
Founder/Business Owner
Fee options
1.0% to 2.0% of assets under management, negotiable
Up to $300 per hour for financial planning services
Main office location
Parker Wealth Group, LLC
500 E Broad St
Mansfield TX 76063, United States
Number of offices
1
Most active in
Parker Wealth Group, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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