Kory Waller is a registered investment advisor at Waller Wealth Management, LLC, based in Magnolia, AR, with 23 years of industry experience. Kory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 290 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waller Wealth Management charges an annual fee based on the value of your portfolio, ranging up to 2.00%. The exact fee is based on the amount you invest and the complexity of managing your account. This fee is negotiable. Waller Wealth Management also provides investment planning and supervisory management of held away retirement plans for a monthly fee of $250-$500.
Location
515 N. Jackson, Magnolia, AR, 71753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kory owns rental real estate properties, one since 2016 and another since 2022, dedicating minimal time to these activities. Kory also provides investment advisory services through Waller Wealth Management, LLC, spending about a quarter of his time on this.
Employment History
Current Registrations
Waller Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Edward JonesBroker
State Registrations14 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.