# Lisa Gamble

> Lisa Gamble is a fee-only financial advisor at Walton Financial in Birmingham, Alabama. Lisa 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.

Page: https://find.wellspent.co/advisors/lisa-gamble/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Walton Financial
- **Based in:** Birmingham, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $182.9M across 526 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 4654650 (https://adviserinfo.sec.gov/individual/summary/4654650)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 63 (2003), Series 65 (2003)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://waltonfin.com

## Frequently asked questions

### Is Lisa Gamble a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lisa 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 Lisa charge for financial advice?

Lisa's firm, Walton Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lisa Gamble based?

Lisa Gamble is based in Birmingham, Alabama.

### What does Lisa specialize in?

Lisa's specialties include retirement planning and estate & legacy planning.

### Is Lisa Gamble registered with the SEC?

Yes. Lisa Gamble is registered as an investment adviser representative in AL (CRD 4654650), 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 Lisa Gamble?

Through Lisa's website, waltonfin.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4654650): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://waltonfin.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.