Parker Financial Advisors LLC

Parker Financial Advisors, LLC is an SEC registered investment advisor founded in 2019 by Charles L. Parker, Jr. and Joseph Klingen. The firm specializes in providing wealth management services to individuals, high net worth individuals, personal trusts, estates, pension and profit-sharing plans, and corporations. Clients are not obligated to implement recommendations made by the advisor, and the firm charges wealth management fees based on a progressive schedule ranging from 1.00% to 0.00% of assets under management. The minimum quarterly fee is $3,000, and the firm does not recommend investing with borrowed funds. Clients have discretion over selecting the custodian for their accounts, and PFA typically recommends Charles Schwab. The firm does not charge performance-based fees and does not receive compensation for securities transactions. Charles L. Parker, Jr. and Joseph Leonard Klingen are the key advisors at PFA, both with extensive educational backgrounds and experience in financial planning and accounting. There are no disciplinary events to disclose regarding either advisor. The firm has a comprehensive privacy policy in place to protect clients' personal information.