# Walter Mortimer

> Walter Mortimer is a fee-only financial advisor at Coquina Private Wealth Advisors in Summerville, South Carolina. Coquina Private Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/walter-mortimer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Coquina Private Wealth Advisors
- **Based in:** Summerville, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $417.6M across 1,519 accounts
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1908992 (https://adviserinfo.sec.gov/individual/summary/1908992)
- **SEC registration:** Investment adviser representative in SC, TX
- **Exams passed:** Series 63 (2005), Series 66 (2003)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.coquinaprivatewealth.com

## Frequently asked questions

### Is Walter Mortimer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Walter holds no broker registration, and Coquina Private Wealth Advisors 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, Coquina Private Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Walter Mortimer based?

Walter Mortimer is based in Summerville, South Carolina.

### Is Walter Mortimer registered with the SEC?

Yes. Walter Mortimer is registered as an investment adviser representative in SC and TX (CRD 1908992), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Coquina Private Wealth Advisors manage?

Coquina Private Wealth Advisors reports $417.6M across 1,519 accounts in assets under management.

### How do I contact Walter Mortimer?

Through Walter's website, www.coquinaprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1908992): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.coquinaprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.