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Malcolm Walton

Advisor at Gannett Wealth Advisors

Updated today
Gannett Wealth Advisors logo

Firm

Gannett Wealth Advisors

Location

Frisco, TX

Credentials

Series 66

Industry experience

6 years

About

Malcolm Walton is a financial advisor at Gannett Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory with an emphasis on asset allocation, mutual fund and ETF analysis, and long-term holdings, supported by discretionary trading authority and an overlay program that includes options, futures, and bitcoin analysis.

Client services

Based on Gannett Wealth Advisors

Financial planning Portfolio management Selection of other advisers Tax preparation

Expertise

Based on Gannett Wealth Advisors

Charitable giving tax strategies Business sale tax planning Cash flow / budgeting

Occupation focus

Based on Gannett Wealth Advisors

Founder/Business Owner Executive

Fee options

Fixed

Initial fee up to $10,000 for comprehensive financial plan; may be reduced or waived at advisor's discretion.

Other

Minimum fee: Recurring fixed fee ranging from $10,000 to $120,000 annually, negotiable and based on client needs and complexity. Fee-only: Fee-only firm; compensation solely from client fees, no commissions.

Location

Frisco, TX

Most active in

Texas

Work history

Sound Advisory, LLC

2025 - Present (1 year)

Fisher Investments

2022 - 2024 (2 years)

Bank of America, N.A.

2019 - 2022 (3 years)

Merrill

2019 - 2022 (3 years)

Northwestern Mutual Investment Services LLC

2018 - 2019 (1 year)

Northwestern Mutual Life Insurance Company

2018 - 2019 (1 year)

Jobs for WV Graduates

2017 - 2018 (1 year)

Beltone Hearing Aid Center

2016 - 2017 (1 year)

The Parthenon

2015 - 2016 (1 year)

The Herald Dispatch

2015 - 2016 (1 year)

Marshall University

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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