Walker Financial Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Walker Financial Advisors provides discretionary wealth and portfolio management primarily for affluent individuals and retirees, and also advises trusts and employer-sponsored retirement plans. The firm manages about $233 million in client assets across discretionary and non-discretionary relationships and offers standalone financial planning on an hourly or flat‑fee basis.
The firm follows a conservative, balanced allocation approach that emphasizes tax‑efficient management, low investment costs, and downside risk control. Portfolios are built largely with individually selected U.S. stocks and bonds, supplemented by select ETFs and mutual funds, formal investment policy statements, bond ladders, and periodic tax‑loss harvesting.
A distinctive feature is a wholly owned division that serves as a third‑party administrator and advisor to governmental 457(b) deferred compensation plans, providing plan administration, compliance support, participant education, and individual consultations — a capability uncommon among peers of similar size. The firm also highlights experience with trust brokerage accounts and charitable remainder trusts and requires its investment personnel to hold or pursue the CFP® credential.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning flat fees range from $1,000 to $5,000 for specialty plans; $5,000 to $10,000 for comprehensive plans
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.25% annually
Nick Walker: $250/hour; Warren Isenberg: $350/hour; Scott Walker: $450/hour
Account minimum: $500,000 Minimum fee: Minimum fee of $1,250 per quarter for individual asset management accounts Fee-only: Fee-only basis, no commissions accepted
Main office
27201 Puerta Real, Suite 465
Mission Viejo CA 92691
Advisors at this office
3
Most active in
California
Also doing business as
Walker Financial Advisors Inc · Walker Financial Advisors, Inc. · Walker Financial Advisors, Inc. Dba California 457 Benefits
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
Advisors at this firm
Scott W
CFP®, Series 63
Mission Viejo, CA
Walker Financial Advisors Inc
Scott Walker is a CFP® with 19 years of industry experience, affiliated with Walker Financial Advisors Inc. He has been with the firm since 1986. Walker Financial Advisors provides discretionary portfolio management and financial planning primarily for affluent individual investors, including retirees, as well as trusts and employer-sponsored retirement plans. The firm employs a conservative, tax-aware, balanced asset allocation strategy and also serves as a third-party administrator and advisor for governmental 457(b) plans.
Nicholas W
CFP®, Series 65
Mission Viejo, CA
Walker Financial Advisors Inc
Nicholas Walker is a CFP® and Series 65-registered financial advisor with four years of industry experience. He currently works at Walker Financial Advisors Inc and previously held roles at BSI Financial Services and Yardi Systems. Walker Financial Advisors provides discretionary portfolio management and financial planning primarily for affluent individual investors, many of whom are retired, as well as trusts and employer-sponsored retirement plans. The firm employs a conservative, tax-aware, balanced asset allocation strategy and serves a client base that includes governmental 457(b) plan participants through its unique California 457 Benefits division.
Warren I
CFP®, Series 63
Mission Viejo, CA
Walker Financial Advisors Inc
Warren Isenberg is a CFP® professional with 19 years of industry experience, currently serving at Walker Financial Advisors Inc. since 1998. He holds a Series 63 designation and works from Mission Viejo, CA. Walker Financial Advisors provides discretionary portfolio management and financial planning primarily for affluent individual investors, including many retirees, as well as trusts and employer-sponsored retirement plans. The firm employs a conservative, tax-aware investment approach focused on U.S. stocks, bonds, and low-cost ETFs, and also serves as a third-party administrator and advisor for governmental 457(b) plans through its California 457 Benefits division.
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