Russell Joss Becker

CFP

Walser Wealth Management Company, a Limited Liability Company

13 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Walser Wealth Management Company, a Limited Liability Company

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

582 clients

Average Client Portfolio

$378K average

Assets Under Management

$220.3M

Fee Structure

Minimum Investment:$250K

Minimum Annual Fee:$1,000

Location

6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Walser Wealth Management Company, a Limited Liability Company

July 2025 - Present · 7 mos

Previous Registrations

Fisher Investments

July 2019 - July 2025 · 6 yrs

Vanguard Marketing CorporationBroker

September 2013 - July 2019 · 5 yrs 10 mos

LPL Financial LLCBroker

October 2012 - September 2013 · 11 mos

LPL Financial LLC

October 2012 - September 2013 · 11 mos

First Command Financial Planning, INC.

May 2012 - September 2012 · 4 mos

First Command Financial Planning, INC.Broker

May 2012 - September 2012 · 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.