Firm
Walters Strategic Advisors
Sarasota, Florida
Fee-only
Walters Strategic Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 46 individual clients, 10 of them high net worth.
- Its average account is about $554,000 (assets it manages divided by its 123 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Sarasota, Florida |
|---|---|
| Website | waltersadvisors.com |
| Phone | (941) 366-4450 |
Walters Strategic Advisors fees
Walters Strategic Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Hourly |
|---|---|
| Assets managed | $68 million |
| Individual clients | 36 |
| High-net-worth clients | 10 |
| Accounts managed | 123 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 10, 2026 |
| SEC record | CRD 310582 |