Chris Parker, CFP®

Venice, Florida, 34292
advisor

Member Since 2008

My mission and purpose is to help clients simplify their financial lives and create a strategic plan to reach their goals. I help each client create a written plan and manage an overall strategic plan with ongoing progress reports to help them stay on track to succeed. All services are fee-only and very reasonable and affordable. As a Qualified Kingdom Advisor (QKA), I also have advanced training through Kingdom Advisors to better serve the planning needs of Christian families, if applicable.
Contact Chris
 
 

My Location

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 Background Information

  • Years of Financial Experience

    • 17

  • Certifications and Designations

    • CFP®
    • QKA™

  • Association Memberships

    • Kingdom Advisors

  • Methods of Compensation

    • Financial Planning: Hourly fee, Fixed fee
    • Investment Services: Asset-based fee, Hourly fee, Fixed fee

  • Primary Custodian(s)

    • Folio Institutional, Inc.

  • Types of Financial Reports

    • Performance Report (Annually)
    • Custodial Report (Monthly)

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • I review my clients' financial plans with them
    • I review my clients' investment portfolios with them
 

  • Registration & Licensing

    • Registered Investment Advisor
    • CRD/IARD Number: 2495502
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: On Track Financial Planning, LLC.
    • Broker/Dealer: None

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Registered or licensed to provide financial advice, services, and products

    • All 50 States

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review, Budgeting, Banking expertise

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, Complimentary consult

  • Investment Products

    • None

  • Insurance Products

    • None

  • Tax Advice & Services

    • Tax Clients: Individuals & Families, Businesses
    • Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing
 
Contact Chris
 
Visit Website - http://www.ontrackfinancialplanning.com
Paladin Registry

Minimum Asset Requirement

  • $250,000

Types of Clients

  • Individuals & Families
  • Businesses

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance
  • Tax