Hana Walton
Cultivating Wealth · Newcastle, Maine
Hana Walton is a fee-only financial advisor at Cultivating Wealth in Newcastle, Maine. Cultivating Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cultivating Wealth |
|---|---|
| Based in | Newcastle, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $209.8M across 719 accounts |
| SEC registration | Investment adviser representative in ME, NY · CRD 8053402 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.feeonlynetwork.com/financial-advisor/liz-sylvan |
How Hana's firm compares
- Cultivating Wealth's average account is about $292,000, from its Form ADV (assets managed divided by 719 accounts).
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Questions about Hana
Is Hana Walton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hana holds no broker registration, and Cultivating Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hana charge for financial advice?
Hana's firm, Cultivating Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Hana Walton based?
Hana Walton is based in Newcastle, Maine.
Is Hana Walton registered with the SEC?
Yes. Hana Walton is registered as an investment adviser representative in ME and NY (CRD 8053402), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cultivating Wealth manage?
Cultivating Wealth reports $209.8M across 719 accounts in assets under management.
How do I contact Hana Walton?
Through Hana's website, www.feeonlynetwork.com/financial-advisor/liz-sylvan.
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
- 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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