Walter Nelson
Walter Nelson is a registered investment advisor at Cabin Advisors, LLC, based in Rockwall, TX, with 15 years of industry experience. Walter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 414 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2% of assets under management. Fees are negotiated between the client and representative and may vary based on account size and services provided.
Fee Estimator
Location
Rockwall, TX
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2025Employment Separation After Allegations
April 2025Financial
January 2018Employment History
Current Registrations
Cabin Advisors, LLC
Cabin Securities, INC.
Cabin Securities, INC.Broker
Previous Registrations
Cabin Advisors, LLC
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Copiam Wealth Management, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Edward JonesBroker
Fidelity Brokerage Services, INC.Broker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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