Firm
Walsh Advisors
Crown Point, Indiana
Fee-only
Walsh Advisors at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 53 individual clients, 20 of them high net worth.
- Its average account is about $641,000 (assets it manages divided by its 128 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Crown Point, Indiana |
|---|---|
| Website | walshadvisorsinc.com |
| Phone | (517) 231-1152 |
Walsh Advisors fees
Walsh Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. 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 · Subscription |
|---|---|
| Assets managed | $82 million |
| Individual clients | 33 |
| High-net-worth clients | 20 |
| Accounts managed | 128 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 122628 |