Walker & Associates fees and pricing
Financial planner in Tybee Island, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 25, 2026, Walker & Associates charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“On occasion Walker & Associates may charge an hourly rate, in the range of $150 per hour for consultation, payable at the conclusion of the consultation, when it is mutually agreed upon that ongoing management is not required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Walker & Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We receive from each individually managed account an annual fee (which is charged quarterly and payable in advance) equal to a percentage of the assets under management on the account balance at the end of each quarter.”
- “Under certain circumstances, this minimum dollar value may be negotiable based on prospective growth and other factors.”
- “Under certain circumstances, our fees may be negotiable based on the size of the account, prospective growth, and other factors.”
How Walker & Associates’ fees compare
- Its hourly rate of $150 is below the Georgia median of $250. 6% of the 169 other Georgia planners that publish an hourly rate charge less.
About Walker & Associates
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 1993 (33 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 42
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $40,169,891
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125283
- Phone
- (912) 786-9900
Can advise clients in 2 states: Georgia, South Carolina
Other planners in Georgia that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Alpha Financial Management, Inc.Savannah$2,000-$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.