Scott Walton
Walton Financial · Birmingham, Alabama
Scott Walton is a fee-only financial advisor at Walton Financial in Birmingham, Alabama. Scott 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, TX · CRD 2315752 |
| Exams passed | Series 63 (1993) · Series 65 (1994) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | waltonfin.com |
| Profile |
How Scott'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 Scott
Is Scott Walton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott 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 Scott charge for financial advice?
Scott's firm, Walton Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Walton based?
Scott Walton is based in Birmingham, Alabama.
What does Scott specialize in?
Scott's specialties include retirement planning and estate & legacy planning.
Is Scott Walton registered with the SEC?
Yes. Scott Walton is registered as an investment adviser representative in AL and TX (CRD 2315752), 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 Scott Walton?
Through Scott'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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