TrueAdvisor
TrueAdvisor
NG
CFP
NG
CFP
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

St Petersburg, FL

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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.

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Employment History
Current Registrations
Walser Wealth Management Company, a Limited Liability Company
August 2025 - Present · 6 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - August 2025 · 5 mos
Fidelity Personal and Workplace Advisors
November 2021 - March 2025 · 3 yrs 4 mos
Fidelity Brokerage Services LLCBroker
October 2021 - August 2025 · 3 yrs 10 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2021 · 2 yrs 8 mos
Strategic Advisers LLC
April 2018 - July 2018 · 3 mos
Fidelity Brokerage Services LLCBroker
March 2018 - March 2021 · 3 yrs
Edward Jones
February 2017 - February 2018 · 1 yr
Edward JonesBroker
January 2017 - February 2018 · 1 yr 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.