Walton Rahal CPAs PLLC

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Client assets under management

$77,000,000

Clients

0% high-net worth

Advisors

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,925,000

About

Walton Rahal CPAs PLLC is a certified public accounting firm that provides investment management and financial planning to individuals, retirement accounts, trusts, estates, charitable organizations and small businesses. The firm operates on a fee‑only basis and supplements investment advice with tax planning and trust/estate services.

Investment portfolios are constructed primarily with passively managed index funds and ETFs, generally using no‑load Vanguard funds, and are managed on a discretionary basis under a limited trading authorization. Clients’ objectives are documented in an Investment Policy Statement and accounts are reviewed and reported to clients on a regular (typically quarterly) basis.

Distinctively, the firm blends traditional CPA services and planning credentials with its registered investment adviser activities, integrating tax and accounting considerations into investment advice. Walton Rahal serves a modest client base with a small advisory team, does not serve as custodian (clients retain asset control), and reports a client mix that is more weighted toward non‑high‑net‑worth individuals than is typical for supported firms.

Client services

Portfolio management

Expertise

General tax planning Wealth management General estate planning guidance

Fee options

Fixed

Fixed fees or retainer agreements may be priced based on complexity, especially when asset management is not the major part of relationship

Percentage

$0 - $500,000: 0.40% $500,001 - $1,000,000: 0.30% $1,000,001+: 0.20%

Project-based

$275 per hour for limited scope planning engagements

Other

Account minimum: $500,000 Minimum fee: $2,000 minimum annual fee, may be negotiable Fee-only: Fee-only financial planning and investment management; no commissions accepted

Main office location

Walton Rahal CPAs PLLC

2101 Nw Boca Raton Blvd, Suite 5

Boca Raton FL 33431-7498, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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

Form ADV Part 2: Client Brochure

Quick links

Website 561-395-6653

Advisors at this firm

Alyssa C

Series 65

Boca Raton, FL

Walton Rahal CPAs PLLC

Alyssa Clark is a financial advisor at Walton Rahal CPAs PLLC in Boca Raton, FL, holding a Series 65 credential with seven years of industry experience. She has been with Walton Rahal CPAs PLLC and its predecessor firms since 2013. Walton Rahal CPAs PLLC is a certified public accounting firm that provides investment management and financial planning services to individuals, retirement accounts, trusts, estates, charitable organizations, and small businesses. The firm uses a fee-only approach, integrating tax planning and trust/estate services with investment advice, primarily employing passively managed index funds and ETFs.

General tax planning Wealth management General estate planning guidance

Robert W

Series 65

Boca Raton, FL

Walton Rahal CPAs PLLC

Robert Walton is a Series 65-licensed financial advisor with 25 years of industry experience. He is currently with Walton Rahal CPAs PLLC, where he has worked since 2017, following a 36-year tenure at Walton & Company. Walton Rahal CPAs PLLC is a certified public accounting firm that provides investment management and financial planning services primarily to individuals, retirement accounts, trusts, estates, charitable organizations, and small businesses. The firm combines traditional CPA services with investment advisory activities, focusing on passive investment strategies and integrating tax and accounting considerations into its advice.

General tax planning Wealth management General estate planning guidance

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