Walden Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“For clients in their second year and up, we may also offer an option to engage in this service on an hourly basis at a rate of $250 per hour. 9 Hourly Financial Planning We also offer financial planning on an hourly basis at a rate of $250 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“Ongoing Financial Planning For first year clients, we charge a fixed fee between $500 - $10,000.”

Annual fee

$1,200⁠-⁠$3,600/yr

“Clients entering their second year and up will be billed an annual fee between $1,200 - $3,600.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Walden Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Advisory annuity assets are billed at the policy level in accordance with our standard advisory fee schedule, as set forth in the client agreement, and are included in household aggregation where applicable.”

How Walden Financial’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Ohio median of $3,250. 66% of the 199 other Ohio planners that publish a flat or project fee charge less.
• Its annual fee of $1,200-$3,600 is below the Ohio median of $5,000. 22% of the 79 other Ohio planners that publish an annual fee charge less.

About Walden Financial

• Principal: Joshua Dandurand
• Firm size: 3 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

108

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$52,813,988

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323234

Website

walden-financial.com (opens in new tab)

Phone

(614) 517-1687

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

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