Firm
Walton Financial
Birmingham, Alabama
Fee-only
Walton Financial at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 7 employees and 248 individual clients, 49 of them high net worth.
- Its average account is about $348,000 (assets it manages divided by its 526 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Birmingham, Alabama |
|---|---|
| Website | waltonfin.com |
| Phone | (205) 871-0154 |
Walton Financial fees
Walton Financial 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 · Fixed fees |
|---|---|
| Assets managed | $183 million |
| Individual clients | 199 |
| High-net-worth clients | 49 |
| Accounts managed | 526 |
| Employees | 7 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-130481) |
| Financial planning | Offered |
| Form ADV filed | June 18, 2026 |
| SEC record | CRD 331634 |