Walker Legacy Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“We may be engaged for our investment or financial planning services on an hourly basis at a rate of $150 per hour billed in 6-minute increments rounded up, invoiced monthly in arrears.”

Quarterly fee

$600/qtr

“The Fee for Ongoing Financial Planning will be charged in arrears at $600 per quarter and is calculated using an hourly rate of $150 per hour per hour for four hours.”

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

How Walker Legacy Investments bills

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

• “All fees may be negotiable and can be reduced or waived entirely at the firm’s sole discretion.”
• “Half of the fee will be due at commencement and the remainder upon completion.”
• “Any time beyond these 6 total hours will be billed at $150 per hour in 6-minute increments rounded up.”

How Walker Legacy Investments’ fees compare

• Its hourly rate of $150 is below the Washington median of $300. 3% of the 216 other Washington planners that publish an hourly rate charge less.

About Walker Legacy Investments

• Principal: Stewart Walker
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• 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

1.5% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335811

Website

walkerlegacyinvestments.com (opens in new tab)

Phone

(360) 798-1620

Other planners in Washington that publish fees

• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800
• Aksum Wealth, LLCLynnwood$150/hr

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