Brian Walker
Monetary Solutions · Dayton, Ohio
Brian Walker is a fee-only financial advisor at Monetary Solutions in Dayton, Ohio, who holds the CFP and PFS credentials. Monetary Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Monetary Solutions |
|---|---|
| Based in | Dayton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $139.7M across 278 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in OH, TX · CRD 6437209 |
| Firm size | 2 employees |
| Disclosures | None reported |
How Brian's firm compares
- Monetary Solutions's average account is about $502,000, from its Form ADV (assets managed divided by 278 accounts).
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Questions about Brian
Is Brian Walker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Monetary Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Monetary Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Walker based?
Brian Walker is based in Dayton, Ohio.
What credentials does Brian Walker hold?
Brian Walker holds the CFP and PFS credentials.
Is Brian Walker registered with the SEC?
Yes. Brian Walker is registered as an investment adviser representative in OH and TX (CRD 6437209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monetary Solutions manage?
Monetary Solutions reports $139.7M across 278 accounts in assets under management.
How do I contact Brian Walker?
Contact details aren't on file yet. Search for Monetary Solutions.
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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