Walker Abney
Tilia Fiduciary Partners · Wilmington, North Carolina
Walker Abney is a fee-only financial advisor at Tilia Fiduciary Partners in Wilmington, North Carolina, who holds the CFP credential. Walker charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $10,000 a year and a $1,000,000 asset minimum) and focuses on founders (pre-exit), family wealth transfer and retirement planning.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
- Founders
- Executives
- Retirees
Facts
| Firm | Tilia Fiduciary Partners |
|---|---|
| Based in | Wilmington, North Carolina |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $403.7M across 997 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 5248339 |
| Exams passed | Series 66 (2007) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.tiliapartners.com |
| Profile |
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Questions about Walker
Is Walker Abney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Walker holds no broker registration, and Tilia Fiduciary Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Walker charge for financial advice?
Walker charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Walker charge?
According to Tilia Fiduciary Partners's website, checked October 30, 2026: ongoing planning from $10,000 a year; a $1,000,000 asset minimum.
Where is Walker Abney based?
Walker Abney is based in Wilmington, North Carolina.
What does Walker specialize in?
Walker's specialties include founders (pre-exit), family wealth transfer, retirement planning and tax planning. Walker works with multi-generational families, ultra high net worth, founders, executives and retirees.
What credentials does Walker Abney hold?
Walker Abney holds the CFP credential.
Is Walker Abney registered with the SEC?
Yes. Walker Abney is registered as an investment adviser representative in NC and TX (CRD 5248339), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tilia Fiduciary Partners manage?
Tilia Fiduciary Partners reports $403.7M across 997 accounts in assets under management.
How do I contact Walker Abney?
Through Walker's website, www.tiliapartners.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
- Tilia Fiduciary Partners 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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