Lisa Gamble
Walton Financial · Birmingham, Alabama
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.
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Specialties
Facts
| Firm | Walton Financial |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $182.9M across 526 accounts |
| SEC registration | Investment adviser representative in AL · CRD 4654650 |
| Exams passed | Series 63 (2003) · Series 65 (2003) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | waltonfin.com |
How Lisa's firm compares
- Walton Financial's average account is about $348,000, from its Form ADV (assets managed divided by 526 accounts).
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Questions about Lisa
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.
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
- Walton 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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