Walter Beck
Tailwind Wealth Management · Hingham, Massachusetts
Walter Beck is a fee-only financial advisor at Tailwind Wealth Management in Hingham, Massachusetts, who holds the CFA credential. Tailwind Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Tailwind Wealth Management |
|---|---|
| Based in | Hingham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $38.2M across 112 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, MI, TX · CRD 1984380 |
| Exams passed | Series 63 (1992) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Walter's firm compares
- Tailwind Wealth Management's average account is about $341,000, from its Form ADV (assets managed divided by 112 accounts).
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Questions about Walter
Is Walter Beck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Walter holds no broker registration, and Tailwind Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Walter charge for financial advice?
Walter's firm, Tailwind Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Walter Beck based?
Walter Beck is based in Hingham, Massachusetts.
What credentials does Walter Beck hold?
Walter Beck holds the CFA credential.
Is Walter Beck registered with the SEC?
Yes. Walter Beck is registered as an investment adviser representative in MA, MI and TX (CRD 1984380), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tailwind Wealth Management manage?
Tailwind Wealth Management reports $38.2M across 112 accounts in assets under management.
How do I contact Walter Beck?
Contact details aren't on file yet. Search for Tailwind Wealth Management.
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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