Derrell Crimm
Walton Financial · Birmingham, Alabama
Derrell Crimm is a fee-only financial advisor at Walton Financial in Birmingham, Alabama, who holds the CFP credential. Derrell focuses on retirement planning and estate & legacy planning. Walton Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Derrell →
Specialties
Facts
| Firm | Walton Financial |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $182.9M across 526 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 4393758 |
| Exams passed | Series 63 (2001) · Series 65 (2003) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | waltonfin.com |
How Derrell's firm compares
- Walton Financial's average account is about $348,000, from its Form ADV (assets managed divided by 526 accounts).
Request an introduction to Derrell
Tell Derrell a little about what you're looking for. Derrell isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Derrell
Is Derrell Crimm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derrell holds no broker registration, and Walton Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derrell charge for financial advice?
Derrell's firm, Walton Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Derrell Crimm based?
Derrell Crimm is based in Birmingham, Alabama.
What does Derrell specialize in?
Derrell's specialties include retirement planning and estate & legacy planning.
What credentials does Derrell Crimm hold?
Derrell Crimm holds the CFP credential.
Is Derrell Crimm registered with the SEC?
Yes. Derrell Crimm is registered as an investment adviser representative in AL (CRD 4393758), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Walton Financial manage?
Walton Financial reports $182.9M across 526 accounts in assets under management.
How do I contact Derrell Crimm?
Through Derrell's website, waltonfin.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
- Walton Financial 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.
See something wrong? Request a correction. Read our methodology.