Walkner Condon Financial Advisors LLC

RIASEC Registered

Total AUM

$1B

Discretionary

$969M

94% of AUM

Avg account

$326K

Accounts

3,164

Employees

Advisory reps

Firm details

Headquarters: Verona, Wisconsin
CRD number: 160109
Registered since: March 26, 2019
Website: walknercondon.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI73.49%
Individuals26%
Charitable Organizations0.36%
Corporations / Businesses0.16%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Walkner Condon Financial Advisors LLC is an independent, owner-operated registered investment adviser that provides portfolio management and financial planning to both individuals/families and institutional clients. The firm runs as a limited liability company and reports serving as a capital allocator — selecting external managers and directing client capital across public funds, ETFs, and alternative strategies. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational workshops. Walkner Condon charges fees as a percentage of assets under management and also offers fixed-fee arrangements. The firm has received industry recognition, appearing on FA Magazine’s Top RIA Firms list in 2020 and on Citywire’s 50 Growers Across America in 2021.