Beth Walker
Exceptional Wealth & Family Office · Colorado Springs, Colorado
Beth Walker is a fee-only financial advisor at Exceptional Wealth & Family Office in Colorado Springs, Colorado. Exceptional Wealth & Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Exceptional Wealth & Family Office |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $292.2M across 527 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 3115536 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.exceptionalwealth.us |
How Beth's firm compares
- Exceptional Wealth & Family Office's average account is about $554,000, from its Form ADV (assets managed divided by 527 accounts).
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Questions about Beth
Is Beth Walker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Beth holds no broker registration, and Exceptional Wealth & Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Beth charge for financial advice?
Beth's firm, Exceptional Wealth & Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Beth Walker based?
Beth Walker is based in Colorado Springs, Colorado.
Is Beth Walker registered with the SEC?
Yes. Beth Walker is registered as an investment adviser representative in CO and TX (CRD 3115536), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Exceptional Wealth & Family Office manage?
Exceptional Wealth & Family Office reports $292.2M across 527 accounts in assets under management.
How do I contact Beth Walker?
Through Beth's website, www.exceptionalwealth.us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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