Karsten Walker
Blue Barn Wealth · Orem, Utah
Karsten Walker is a fee-only financial advisor at Blue Barn Wealth in Orem, Utah. Karsten charges a percentage of assets (1% a year on the first tier of assets managed and a $5,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Blue Barn Wealth |
|---|---|
| Based in | Orem, Utah |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $5,000 asset minimum |
| Assets under management | $317.1M across 681 accounts |
| SEC registration | Investment adviser representative in UT · CRD 8022370 |
| Exams passed | Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | bluebarnwealth.com |
How Karsten's firm compares
- Blue Barn Wealth's average account is about $466,000, from its Form ADV (assets managed divided by 681 accounts).
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Questions about Karsten
Is Karsten Walker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karsten holds no broker registration, and Blue Barn Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karsten charge for financial advice?
Karsten charges a percentage of assets.
How much does Karsten charge?
According to Blue Barn Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $5,000 asset minimum.
Where is Karsten Walker based?
Karsten Walker is based in Orem, Utah.
What does Karsten specialize in?
Karsten's specialties include retirement planning, estate & legacy planning and tax planning.
Is Karsten Walker registered with the SEC?
Yes. Karsten Walker is registered as an investment adviser representative in UT (CRD 8022370), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Barn Wealth manage?
Blue Barn Wealth reports $317.1M across 681 accounts in assets under management.
How do I contact Karsten Walker?
Through Karsten's website, bluebarnwealth.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
- Blue Barn Wealth 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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