Firm
Walker Financial Advisors
Mission Viejo, California
Fee-only
Walker Financial Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 178 individual clients, 57 of them high net worth.
- Its average account is about $670,000 (assets it manages divided by its 348 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Mission Viejo, California |
|---|---|
| Website | walkerfinancial.com |
| Phone | (949) 367-1961 |
Walker Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|---|
| How it charges | Hourly · Flat fee |
In the firm's words
"($500,000 minimum portfolio size)" source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $233 million |
| Individual clients | 121 |
| High-net-worth clients | 57 |
| Accounts managed | 348 |
| Employees | 4 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-113658) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 106268 |