Walker Financial Advisors Inc fees and pricing
Financial planner in Mission Viejo, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Walker Financial Advisors Inc charges $250-$450 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$450/hr
“Hourly consulting fees are $250 per hour for Nick Walker, $350 per hour for Warren Isenberg, and $450 per hour for Scott Walker.”
- Flat or project fee
- $1,000-$5,000
“Fees typically range from $1,000 to $5,000 for specialty plans that address a specific issue.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Walker Financial Advisors Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client investment management fee is based on an annual percentage of assets managed and is calculated and billed quarterly in advance.”
- “Under special circumstances, fees are negotiable.”
- “Fees are based on an annual percentage of plan assets and for new accounts are calculated and paid quarterly in advance.”
How Walker Financial Advisors Inc’s fees compare
- Its hourly rate of $250-$450 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 4 of the 7 other planners in Mission Viejo that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
- 4 of the 9 other planners in Mission Viejo that publish a flat or project fee charge less.
About Walker Financial Advisors Inc
“Our roots date to 1986, when Scott Walker was working for the Penn Mutual Life Insurance Co. and was unable to offer financial planning and wealth management services on a fee basis.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
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
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 178
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and newsletters and publications
- Assets managed
- $233,284,348
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106268
- Phone
- (949) 367-1961
Other planners in Mission Viejo that publish fees
- Bright Wealth Advisors, LLCMission Viejo$400/hr, $1,500-$6,000
- Castle FinancialMission Viejo$500-$3,500
- Di Bello FinancialMission Viejo$400/hr
- Downie Financial GroupMission Viejo$150-$500/hr, $250-$10,000
- Kohr InvestmentsMission Viejo$350/hr, $350-$2,000
- Owens Investment Advisors LLCMission Viejo$250/hr, $2,500
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.