Linda A. Walker, CFP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$0
About
This firm provides financial planning and consulting to a very small client base, delivering retirement, education, tax and budgeting projections and occasional comprehensive plans on an hourly or fixed-fee basis. The firm’s principal also acts as a registered representative of a broker‑dealer and as a licensed insurance agent, and receives commissions and 12b‑1 fees for securities and insurance transactions.
The firm’s investment work emphasizes asset allocation and uses Morningstar to construct efficient frontiers, with methods that include fundamental, technical and cyclical analysis; rebalancing is recommended but is client‑initiated. The advisory practice does not provide discretionary portfolio management, does not custody client assets, and does not charge percentage‑of‑AUM advisory fees—services are non‑discretionary and billed hourly or by flat fee.
Noteworthy among peers is the combination of fee‑for‑service financial planning with active broker‑dealer and insurance sales, an arrangement the brochure discloses can create conflicts of interest and that results in commission-based compensation. The filing also notes approximately $47 million in accounts held through the broker‑dealer relationship while the advisory firm itself reports no assets under management and provides account reviews and reporting only at client request.
Client services
Financial planning
Expertise
General retirement planning
Income planning
Cash flow / budgeting
Fee options
Fixed fee ranging between $1,000 and $20,000, negotiable, covering one year of financial consulting
Receives normal and customary commissions for securities and insurance transactions as a registered representative and insurance agent
$75 per hour for administrative assistant; $450 per hour for Linda A. Walker
Fee-only: Hourly fees at $75/hour for administrative assistant, $450/hour for Linda A. Walker; Flat fees ranging from $1,000 to $20,000, negotiable
Main office location
Linda A. Walker, CFP
1 World Trade Center, 8 Th Floor
Long Beach CA 90831, United States
Number of offices
2
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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