Walters Strategic Advisors, LLC

Overview

Walters Strategic Advisors, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with adviser selection services, meaning it both manages assets directly and allocates to outside managers when appropriate. It also lists accounting among its business activities, and bills clients using a mix of asset-based fees and hourly charges. The firm identifies as a capital allocator rather than a pure shop of in-house strategies, and it does not position itself as an ESG investor. Its advisory scope explicitly includes financial planning, portfolio management, and the selection of other advisers, which points to a hybrid model of discretionary management plus third-party manager relationships.

Assets & Accounts

Investments & Alternatives