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: 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 services primarily to individual and family clients. Registered with the SEC in 2018, the firm combines fee-based portfolio management with hourly and fixed-fee planning engagements. Its advisory activities on record include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services and the publication of periodicals or newsletters. Investment preference skews toward equities, with a clear emphasis on exchange-traded instruments as the dominant vehicle. The firm is not positioned as an ESG-focused manager and operates under a single-state registration profile rather than a multi-state footprint. Management appears to favor straightforward, liquid solutions—core equity exposures supplemented by mutual funds and targeted alternative allocations into real estate-related vehicles.