With over 15 years of industry experience, Parker is a fee-only financial advisor specializing in wealth management, financial planning, and investment management for high-net-worth individuals, executives, business owners, doctors, dentists, and retirees. He provides objective, holistic, comprehensive financial planning, investment, and retirement plan solutions that enable his clients to achieve their short and long-term financial goals.
Before Farther, Parker was most recently a wealth advisor at independent RIAs. Prior to joining the RIA side, he worked for Nuveen and Kayne Anderson in Los Angeles and Cambridge Associates in Boston. Parker holds the Chartered Retirement Plans Specialist (CRPS®) designation from the College of Financial Planning. He is currently working on his CFP® coursework at UC Berkley.
Parker graduated from the University of California Santa Barbara. A former ski instructor for Vail Resorts, Parker has a passion for skiing and loves spending time in the mountains. He lives in Moraga, CA, with his wife and daughter.
Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Lightspeed Venture Partners, Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.
General Information |
| Firm Start Year: | 2019 | |
| No. of Employees: | 100-499 | |
| Name of Broker/Dealer: | Farther |
| Name of Custodial Firm: | Fidelity, Schwab, Pershing and Apex |
| States Licensed in: | CA |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning for Businesses |
Services |
| Investment Types: | Commodities, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments |
| Can meet clients in the following ways: | Phone, Our Office, Video Conference, Email |
Firm Information |
| Assets Managed by Firm: | Over $4 billion |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $500K+ |
| Compensation Methods: | Flat Fee, Based on Assets |
Education |
| Bachelor of Arts (B.A.) | University of California Santa Barbara 09/30/2005-03/31/2010 |
FAQs |
Do you have a customer satisfaction or refund policy?I have client reviews on IndyFin and have a 4.9/5 start rating: https://indyfin.com/financial-advisor/california/san-francisco/parker-osullivan-5923601. |
Why should I choose you as my financial advisor?Not answered. |
What are your qualifications? What is your education background?With over 15 years of experience, I was most recently a wealth advisor at independent RIAs. Before joining the RIA/Wealth Management side, he worked in institutional investment management for Nuveen and Kayne Anderson in Los Angeles and Cambridge Associates in Boston. Parker holds the Chartered Retirement Plans Specialist (CRPS®) designation from the College of Financial Planning. He is currently working on his CFP® coursework at UC Berkley. |
How do you charge for your services?Flat fee based on AUM (Assets Under Management). |
How are you compensated? How will I pay for your services?Farther Finance, LLC charges a flat management fee based on your assets under management. Fees are negotiable and decrease as the assets under management increase based on the set fee schedule. |
Disclosures |
| Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS. |
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Additional Detailed Disclosures |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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