Patricia Walton
Rachor Investment Advisory Services · Linden, Michigan
Patricia Walton is a fee-only financial advisor at Rachor Investment Advisory Services in Linden, Michigan, who holds the CFP credential. Rachor Investment Advisory Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Rachor Investment Advisory Services |
|---|---|
| Based in | Linden, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $238.1M across 1,043 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6708659 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.rias.net |
How Patricia's firm compares
- Rachor Investment Advisory Services's average account is about $228,000, from its Form ADV (assets managed divided by 1,043 accounts).
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Questions about Patricia
Is Patricia Walton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Rachor Investment Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, Rachor Investment Advisory Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Patricia Walton based?
Patricia Walton is based in Linden, Michigan.
What credentials does Patricia Walton hold?
Patricia Walton holds the CFP credential.
Is Patricia Walton registered with the SEC?
Yes. Patricia Walton is registered as an investment adviser representative in MI (CRD 6708659), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rachor Investment Advisory Services manage?
Rachor Investment Advisory Services reports $238.1M across 1,043 accounts in assets under management.
How do I contact Patricia Walton?
Through Patricia's website, www.rias.net.
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
- 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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