Yale Walker
PSI Advisors · St Petersburg, Florida
Yale Walker is a fee-only financial advisor at PSI Advisors in St Petersburg, Florida. PSI Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | PSI Advisors |
|---|---|
| Based in | St Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $800.9M across 3,237 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5746979 |
| Exams passed | Series 63 (2011) · Series 65 (2022) |
| Firm size | 22 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ericeatonfinancial.com |
How Yale's firm compares
- PSI Advisors's average account is about $247,000, from its Form ADV (assets managed divided by 3,237 accounts).
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Questions about Yale
Is Yale Walker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Yale holds no broker registration, and PSI Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Yale charge for financial advice?
Yale's firm, PSI Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Yale Walker based?
Yale Walker is based in St Petersburg, Florida.
Is Yale Walker registered with the SEC?
Yes. Yale Walker is registered as an investment adviser representative in FL (CRD 5746979), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does PSI Advisors manage?
PSI Advisors reports $800.9M across 3,237 accounts in assets under management.
How do I contact Yale Walker?
Through Yale's website, www.ericeatonfinancial.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
- 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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