Firm
Waller Financial Coaching
Folsom, California
Fee-only
Waller Financial Coaching at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 67 individual clients, 57 of them high net worth.
- Its average account is about $197,000 (assets it manages divided by its 461 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Folsom, California |
|---|---|
| Website | wallerfc.com |
| [email protected] | |
| Phone | (916) 601-1475 |
Waller Financial Coaching fees
Waller Financial Coaching doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 · Fixed fees |
|---|---|
| Assets managed | $91 million |
| Individual clients | 10 |
| High-net-worth clients | 57 |
| Accounts managed | 461 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 172701 |