Walker Financial Advisors Inc

RIASEC RegisteredEst. 2018

Total AUM

$233M

Discretionary

$201M

86% of AUM

Avg account

$670K

Accounts

348

Employees

Advisory reps

Firm details

Headquarters: Mission Viejo, California
CRD number: 106268
Registered since: July 24, 2018
Website: www.walkerfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.12%
Individuals20.06%
State / Municipal Government13.82%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Walker Financial Advisors Inc. is an independent registered investment adviser that provides wealth management and financial planning primarily to individuals and families. The firm operates as a corporation owned by domestic interests and has been SEC-registered since 2018. Its advisory slate, as disclosed on its ADV, includes comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and publication of periodicals or newsletters. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not market itself as an ESG-focused manager.