Evan Waltz
Walkner Condon Financial Advisors · Verona, Wisconsin
Evan Waltz is a fee-only financial advisor at Walkner Condon Financial Advisors in Verona, Wisconsin, who holds the CFP credential. Evan charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on equity compensation, retirement planning and tax planning.
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Specialties
Facts
| Firm | Walkner Condon Financial Advisors |
|---|---|
| Based in | Verona, Wisconsin |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.03B across 3,164 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 7671277 |
| Exams passed | Series 65 (2024) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.walknercondon.com |
How Evan's firm compares
- Walkner Condon Financial Advisors's average account is about $326,000, from its Form ADV (assets managed divided by 3,164 accounts).
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Questions about Evan
Is Evan Waltz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Walkner Condon Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Evan charge for financial advice?
Evan charges a percentage of assets and an ongoing planning fee.
How much does Evan charge?
According to Walkner Condon Financial Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Evan Waltz based?
Evan Waltz is based in Verona, Wisconsin.
What does Evan specialize in?
Evan's specialties include equity compensation, retirement planning, tax planning, estate & legacy planning, sustainable & impact investing and retirement with concentrated positions.
What credentials does Evan Waltz hold?
Evan Waltz holds the CFP credential.
Is Evan Waltz registered with the SEC?
Yes. Evan Waltz is registered as an investment adviser representative in WI (CRD 7671277), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Walkner Condon Financial Advisors manage?
Walkner Condon Financial Advisors reports $1.03B across 3,164 accounts in assets under management.
How do I contact Evan Waltz?
Through Evan's website, www.walknercondon.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
- Walkner Condon Financial 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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