# David Walters

> David Walters is a fee-only financial advisor at Palisades Hudson Financial Group in Hillsboro, Oregon, who holds the CFP credential. David focuses on estate & legacy planning. Palisades Hudson Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-walters/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Palisades Hudson Financial Group
- **Based in:** Hillsboro, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.84B across 171 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning
- **Works with:** Ultra high net worth
- **CRD:** 5680186 (https://adviserinfo.sec.gov/individual/summary/5680186)
- **SEC registration:** Investment adviser representative in OR
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.palisadeshudson.com

## Frequently asked questions

### Is David Walters a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Palisades Hudson Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Palisades Hudson Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Walters based?

David Walters is based in Hillsboro, Oregon.

### What does David specialize in?

David's specialties include estate & legacy planning. David works with ultra high net worth.

### What credentials does David Walters hold?

David Walters holds the CFP credential.

### Is David Walters registered with the SEC?

Yes. David Walters is registered as an investment adviser representative in OR (CRD 5680186), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Palisades Hudson Financial Group manage?

Palisades Hudson Financial Group reports $1.84B across 171 accounts in assets under management.

### How do I contact David Walters?

Through David's website, www.palisadeshudson.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5680186): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.palisadeshudson.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.