David Walters
Palisades Hudson Financial Group · Hillsboro, Oregon
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.
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Specialties
Who they serve
- Ultra high net worth
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 |
| Assets under management | $1.84B across 171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 5680186 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.palisadeshudson.com |
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Questions about David
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.
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
- Palisades Hudson Financial Group 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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