KW
KW

Karsten Walker

1 Year of Experience

Karsten Walker is a registered investment advisor at Blue Barn Wealth, based in Orem, UT, with 1 years of industry experience. Karsten operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 233 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
233 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$317.1M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $4.0M0.75%
$4.0M - $10.0M0.50%
$10M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

370 West Center Street, Orem, UT, 84057

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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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Other Business Activities

Karsten is a board member of The Jump$tart Coalition and does lesson plan consulting for Stocktrade.com, each taking minimal time. He is also a partner/member in TCI Security and Monitoring, LLC, spending a few hours per week, and owns Walker Enterprises, LLC, dedicating about 10% of his time.

Employment History
Current Registrations
Blue Barn Wealth
March 2025 - Present · 1 yr 1 mo
Previous Registrations
First Financial Advisors
December 2024 - March 2025 · 3 mos
State Registrations1 state
UT
Advisor

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
No exam information available for this advisor.
Karsten Walker - Financial Advisor | TrueAdvisor