Fees
Fee-Only Compensation
Christine Parker, CFP®, APMA®, CSRIC®, is the founder of Parker Financial, LLC, where she provides personalized, fee-only wealth management and comprehensive financial planning services tailored explicitly to address the needs and goals of family caregivers of aging parents.
By choosing a fee-only structure, we prioritize your best interests, focusing solely on providing objective, principled strategies to help you achieve long-term financial success.
The fee only compensation model includes:
Investment Management
Ongoing asset under management (AUM) fees for investment management, including comprehensive financial planning services, ranging from an annual fee percentage of .5 to 1 percent. Investment management servicies are generally recommended for those who have at least $500,000 of investable assets. Our RIA's Disclosure Form ADV, Part 2 is available upon request.
Comprehensive Financial Planning
Our annual retainer fee for comprehensive financial planning services starts at $3,000. This fee covers personalized financial advice tailored to your unique goals and circumstances but does not include investment management services.
Conference Speaker
Fees are based on the type and length of the presentation, event location, and customization requirements. Christine Parker offers competitive, transparent pricing, ensuring you receive the highest value for your investment. Please contact her for a detailed quote tailored to your specific event needs.