Walters Strategic Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$5,000

“Financial planning fees will be charged as a fixed fee, typically ranging from $2,000 to $5,000, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the amount of hours to complete the engagement and the different reports to be…”

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

How Walters Strategic Advisors, LLC bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of transfer).”

How Walters Strategic Advisors, LLC’s fees compare

• Its flat or project fee of $2,000-$5,000 spans the Florida median of $4,900. 43% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 12 other planners in Sarasota that publish a flat or project fee charge less.

About Walters Strategic Advisors, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Insurance analysis
• Cash flow and budgeting

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

1.25% a year

Clients

46

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$68,147,486

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310582

Website

waltersadvisors.com (opens in new tab)

Phone

(941) 366-4450

Other planners in Sarasota that publish fees

• Advanced Wealth ManagementSarasota$500/hr, $5,000/yr
• Benzina Wealth, LLCSarasota$6,000⁠-⁠$12,000/yr
• Campbell Wealth Advisors, LLCSarasota$5,000⁠-⁠$50,000, $5,000⁠-⁠$50,000/yr
• Clarity Financial DesignSarasota$2,500⁠-⁠$10,000, $450⁠-⁠$1,500/qtr
• CPA Investment Solutions, Inc.Sarasota$200/hr, $5,000
• Echelon Virtual Family Office, LLCSarasota$50,000

Compare all 42 planners in Sarasota