Jeremy Walter
Fident Financial · Lancaster, Pennsylvania
Jeremy Walter is a fee-only financial advisor at Fident Financial in Lancaster, Pennsylvania, who holds the CFP credential. Fident Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Fident Financial |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Not currently |
| Assets under management | $55.3M across 288 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5287364 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fidentfinancial.com |
| Profile |
How Jeremy's firm compares
- Fident Financial's average account is about $192,000, from its Form ADV (assets managed divided by 288 accounts).
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Questions about Jeremy
Is Jeremy Walter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Fident Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Fident Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeremy Walter based?
Jeremy Walter is based in Lancaster, Pennsylvania.
What credentials does Jeremy Walter hold?
Jeremy Walter holds the CFP credential.
Is Jeremy Walter registered with the SEC?
Yes. Jeremy Walter is registered as an investment adviser representative in PA (CRD 5287364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fident Financial manage?
Fident Financial reports $55.3M across 288 accounts in assets under management.
How do I contact Jeremy Walter?
Through Jeremy's website, www.fidentfinancial.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
- Fident 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.
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