Walton Financial fees and pricing

Financial planner in Birmingham, Alabama. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 18, 2026, Walton Financial charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The Commonwealth Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500.”

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

“In most cases, the annual account management fees are payable quarterly in advance and are computed as one-quarter of the annual fee based on the account’s AUM on the last business day of the previous calendar quarter.”
“All Walton Financial advisory program fees are negotiable.”
“In the event a client terminates an advisory agreement with Walton Financial any unearned fees resulting from payments made by clients in advance will be refunded to the client.”

Its hourly rate of $500 is above the Alabama median of $250. 100% of the 41 other Alabama planners that publish an hourly rate charge less.
12 of the 12 other planners in Birmingham that publish an hourly rate charge less.

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
Clients: 248
Employees: 7
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $182,903,769
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 331634
Website: facebook.com/WaltonFinancial (opens in new tab)
Phone: (205) 871-0154

Is something on this page wrong or out of date?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.