Walker Asset Management
Verona, Missouri
Walker Asset Management at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 4 employees and 195 individual clients, 64 of them high net worth.
- Its average account is about $747,000 (assets it manages divided by its 422 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Verona, Missouri |
|---|---|
| Website | walkerassetmanagement.com |
| Phone | (417) 235-9125 |
Questions about Walker Asset Management
How is Walker Asset Management paid?
Walker Asset Management's Form ADV says it is paid by: percentage of assets.
How many advisors does Walker Asset Management have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Walker Asset Management.
What is the average account at Walker Asset Management?
Walker Asset Management's average account is about $747,000. That's the assets on its Form ADV divided by its 422 accounts.
Walker Asset Management fees
Walker Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $315 million |
| Individual clients | 131 |
| High-net-worth clients | 64 |
| Accounts managed | 422 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-108310) |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 284951 |
Advisors at this firm (3)
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