Michael Walling
Michael Walling is a registered investment advisor at Arkadios Wealth Advisors, based in Scottsdale, AZ, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
9590 E Ironwood Square Dr Unit 101, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a partner/owner of RBG Capital LLC, an independent financial advisory entity, dedicating nearly full-time hours to it. The business lines include wealth management, life insurance, business succession planning, and investment banking services. Michael is also a partner in Walling Brother LLC, a holding company, spending minimal time on it, and manager of GLW Capital Advisors LLC, another holding company, spending minimal time on it.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Capital Analysts, IncorporatedBroker
Hornor, Townsend & Kent, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations13 states
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