Walsh Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$45,085
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Walsh Financial LLC provides fee‑only investment management and financial planning services to individuals, high‑net‑worth clients, charitable organizations, and businesses, combining portfolio management with integrated financial plans as part of its wealth management offering. The firm reported $45,085 in discretionary assets under management and conducts advisory activities through a single principal.
The firm's investment process draws on fundamental, technical, and cyclical analysis within a modern portfolio theory framework and employs both passive and active vehicles while exercising discretionary trading authority consistent with client‑imposed restrictions. Walsh Financial offers both ongoing and project‑based financial planning, and project work can be billed as a fixed fee or hourly (the brochure lists an hourly rate of $250); wealth management clients may receive a financial plan at no additional cost.
Notable deviations from typical investment‑manager peers include a stated program of educational seminars and speaking engagements (fees listed from $0 to $10,000) and an explicit hourly fee option for project‑based planning, both of which are uncommon in this category. The firm was formed and registered in 2025, reports modest AUM relative to its generally disclosed $350,000 household minimum for wealth management services (negotiable), and the principal maintains an outside remote personal‑training activity that represents roughly 15% of their time.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Business ownership considerations
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning fixed fees range from $2,000 to $10,000; educational seminars fees range from $0 to $10,000 per seminar; initial financial planning fee up to $1,500.
$0 - $2,000,000: 1.00% $2,000,001 - $7,000,000: 0.75% $7,000,001+: 0.50%
$250 per hour for project-based financial planning.
Ongoing financial planning annual fees range from $5,000 to $10,000, paid in arrears.
Account minimum: $350,000 (negotiable) Fee-only: Fee-only firm; no commissions or sales-related compensation received.
Main office location
Walsh Financial LLC
Sublimity OR, United States
Number of offices
1
Most active in
Walsh Financial LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
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 not 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.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")