Walter Mortimer
Coquina Private Wealth Advisors · Summerville, South Carolina
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.
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Who they serve
- Retirees
- Pre-retirees
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 | $417.6M across 1,519 accounts |
| SEC registration | Investment adviser representative in SC, TX · CRD 1908992 |
| Exams passed | Series 63 (2005) · Series 66 (2003) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.coquinaprivatewealth.com |
How Walter's firm compares
- Coquina Private Wealth Advisors's average account is about $275,000, from its Form ADV (assets managed divided by 1,519 accounts).
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Questions about Walter
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.
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
- Coquina Private Wealth Advisors 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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