Family wealth management and financial planning services
Transparent, fee-only pricing - always fiduciary
Parker Financial, LLC operates as a fee only, fiduciary financial advisory firm, meaning clients pay directly for advice and planning—never commissions or product based compensation.
Our fees are designed to support professionals who lead at work and at home, providing clarity, transparency, and alignment between the advice you receive and your best interests. This structure allows us to focus exclusively on delivering thoughtful financial planning and family wealth management guidance without conflicts of interest.
Because financial needs vary based on complexity, responsibilities, and scope of services, fees are discussed openly and clearly before engagement. This ensures you understand exactly what to expect and how our services support your role as a modern family financial caregiver.
Family Wealth Management & Integrated Financial Planning
Our family wealth management and integrated financial planning and are recommended for clients with $500,000 to $5,000,000 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 implementation and monitoring, we offer an annual retainer starting at $5,000. This service provides:✔ Personalized financial advice tailored to your values, 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 M. Parker, CFP®, is available for conference sessions, symposia, panels, and workshops that elevate practical, research‑informed conversations about the modern family financial caregiver and the real tradeoffs that shape work, wealth, and financial well‑being.