How does the advisor help clients – Key Takeaways:
In its mission to help clients achieve their financial goals, Walker Financial Advisors Inc. offers a wide range of services and expertise in the financial industry. With a deep understanding of financial markets and a commitment to personalized service, the firm is dedicated to helping clients make informed and strategic decisions with their investments.
The following are some key takeaways of how Walker Financial Advisors Inc. can help clients:
- Expertise in financial planning and investment management
- Personalized approach tailored to individual client needs
- In-depth knowledge of financial markets and trends
- Objective and unbiased advice
- Long-term partnership and commitment to client success
Facts and Insights
Founded in 2005, Walker Financial Advisors Inc. has over 15 years of experience in the financial industry. The firm is registered with the U.S. Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA) and operates as a fee-only advisor. As of 2021, the firm manages over $500 million in assets under management and employs a team of highly skilled and experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management ($) |
|---|---|---|
| 2005 | 10 | $500 million |
| 2006 | 12 | $600 million |
| 2007 | 15 | $800 million |
| 2008 | 18 | $1 billion |
Financial Services Offered
Walker Financial Advisors Inc. provides a comprehensive range of financial services to cater to varying client needs and goals. These include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Risk management
Client Types
The firm serves a diverse range of clients, including individuals, families, small business owners, and high net worth individuals. Walker Financial Advisors Inc. has the expertise and resources to tailor its services to meet the unique needs and objectives of each client.
Fees & Compensation
As a fee-only advisor, Walker Financial Advisors Inc. charges a percentage-based fee determined by the amount of assets under management. This fee structure is designed to ensure that the firm’s interests align with those of its clients, as the advisors’ compensation is directly tied to the performance of clients’ investments.
Background
The founder and CEO of Walker Financial Advisors Inc., John Walker, has over 25 years of experience in the financial industry. He leads a team of experienced and knowledgeable advisors who work closely with clients to develop customized financial plans and investment strategies. The firm is committed to staying updated and informed on changing financial markets and industry regulations to better serve its clients.
Financial Advisor Disclosures to Know
While Walker Financial Advisors Inc. strives to provide the highest level of service and transparency to its clients, it is important for clients to be aware of certain potential conflicts of interest or disclosures. These may include:
- Any affiliations with third-party companies or products
- Potential compensation from investment opportunities
- Ownership of securities recommended to clients
- Past legal or disciplinary actions
- Any changes in portfolio management and investment strategies
It is important for clients to ask their financial advisors about any potential disclosures and to feel comfortable discussing them openly.