Fees-Only Compensation Model
Overview
Christine Parker is the founder and sole practitioner of Parker Financial, LLC, where she provides personalized, fee-only wealth management and holistic financial planning tailored to busy executives, professionals and family fiduciaries - those balancing their own wealth with the responsibility of managing assets for care recipients with cognitive incapacity, trusts, or estates.
At Parker Financial, we understands the financial complexities that come with caregiving and fiduciary duties. Whether you’re balancing career and family caregiving, overseeing a trust, or managing an estate, she offers objective, strategic guidance to help you navigate these responsibilities with confidence.
At Parker Financial, our mission is to provide principled, research-driven strategies to help you achieve financial security and long-term success—without compromising your own well-being.
A Fee-Only Approach: Your Interest Come First
As a fee-only, independent firm, we operate with complete transparency and without commissions—ensuring that every recommendation is made with your best interests at heart.
Our services include:
- Investment Management – Customized strategies designed to protect and grow wealth
- Holistic Financial Planning – Integrated financial planning for traditional finance and financial health.
- Fiduciary & Caregiver Financial Advocacy – Education and guidance for trustees, executors, financial attorney-in-fact, and family caregivers
- Speaking & Thought Leadership – Raising awareness about the financial challenges caregivers and fiduciaries face
Investment Management & Integrated Financial Planning
Our investment management services include holistic financial planning and are available for clients with at least $500,000 of investable assets. Fees are structured as an annual percentage of assets under management (AUM),
ranging from 0.5% to 1%.
(Example: $500,000 x .01 = $5,000)
Integrated Financial Planning
For those seeking comprehensive financial planning without investment management, we offer an annual retainer starting at $5,000. This service provides:✔ Personalized financial advice tailored to your goals and life circumstances✔ Specialized planning for family caregivers & fiduciaries to protect wealth and manage financial responsibilities✔ A structured approach to estate planning, long-term care, tax efficiency, and financial security.
Speaking, Advocacy & Thought Leadership
Christine Parker is a recognized speaker, educator, and advocate on financial planning for family caregivers and fiduciaries. Speaking fees vary based on:✔ Event type & location✔ Presentation length & customization✔ Travel & expense considerations
For customized fiduciary and caregiver financial advocacy, speaking engagements, or thought leadership opportunities, please contact Christine directly for details on fees and expense reimbursement.
For customized fiduciary and caregiver financial advocacy, speaking engagements, or thought leadership opportunities, please contact Christine directly for details on fees and expense reimbursement.