Cynthia Walsh
Walsh Advisors · Crown Point, Indiana
Cynthia Walsh is a fee-only financial advisor at Walsh Advisors in Crown Point, Indiana. Cynthia charges an ongoing planning fee and a one-time planning fee.
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Facts
| Firm | Walsh Advisors |
|---|---|
| Based in | Crown Point, Indiana |
| Fee model | Ongoing planning fee · One-time planning fee |
| Assets under management | $82.1M across 128 accounts |
| SEC registration | Investment adviser representative in IN, MI, TX · CRD 1987510 |
| Exams passed | Series 63 (2009) · Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | walshadvisorsinc.com |
How Cynthia's firm compares
- Walsh Advisors's average account is about $641,000, from its Form ADV (assets managed divided by 128 accounts).
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Questions about Cynthia
Is Cynthia Walsh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cynthia holds no broker registration, and Walsh Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cynthia charge for financial advice?
Cynthia charges an ongoing planning fee and a one-time planning fee.
Where is Cynthia Walsh based?
Cynthia Walsh is based in Crown Point, Indiana.
Is Cynthia Walsh registered with the SEC?
Yes. Cynthia Walsh is registered as an investment adviser representative in IN, MI and TX (CRD 1987510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Walsh Advisors manage?
Walsh Advisors reports $82.1M across 128 accounts in assets under management.
How do I contact Cynthia Walsh?
Through Cynthia's website, walshadvisorsinc.com.
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
- Walsh Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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