Owen Rush
Walsh Advisors · Crown Point, Indiana
Owen Rush is a fee-only financial advisor at Walsh Advisors in Crown Point, Indiana. Owen charges an ongoing planning fee and a one-time planning fee.
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Facts
| Firm | Walsh Advisors |
|---|---|
| Based in | Crown Point, Indiana |
| Fee model | Ongoing planning fee · One-time planning fee |
| Assets under management | $82.1M across 128 accounts |
| SEC registration | Investment adviser representative in IN, MI, TX · CRD 7269980 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | walshadvisorsinc.com |
| Profile |
How Owen's firm compares
- Walsh Advisors's average account is about $641,000, from its Form ADV (assets managed divided by 128 accounts).
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Questions about Owen
Is Owen Rush a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Owen holds no broker registration, and Walsh Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Owen charge for financial advice?
Owen charges an ongoing planning fee and a one-time planning fee.
Where is Owen Rush based?
Owen Rush is based in Crown Point, Indiana.
Is Owen Rush registered with the SEC?
Yes. Owen Rush is registered as an investment adviser representative in IN, MI and TX (CRD 7269980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Walsh Advisors manage?
Walsh Advisors reports $82.1M across 128 accounts in assets under management.
How do I contact Owen Rush?
Through Owen's website, walshadvisorsinc.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
- Walsh Advisors 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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