A complete list of active advisors currently associated with Walker Legacy Investments

Warmer can help you find a great advisor at Walker Legacy Investments or one who fits your needs even better.

Walker Legacy Investments provides financial planning (one-time and ongoing) and non-discretionary portfolio management to individuals, small businesses, trusts, and estates, and may recommend private placements to accredited investors. The firm is newly formed and, per its brochure, reported no assets under management at the time of filing. Its investment process combines fundamental, technical, and cyclical analysis with strategic asset allocation and Modern Portfolio Theory, and accounts and plans are reviewed on a quarterly basis. Clients retain implementation authority — the firm does not exercise discretionary trading — and it offers both traditional percentage-of-AUM arrangements and, atypically for its peer group, the option to engage on an hourly basis for advice and planning. Notable distinctions include its fee-only model with no performance-based fees, its lack of custody of client assets, and an operational approach that leaves proxy voting and final trade execution to clients. The combination of a small, recently established advisory operation, hourly billing availability, and the potential to recommend less liquid private placements differentiates it from many other investment managers.

To learn more about the advisors currently working at Walker Legacy Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Dylan Stewart Walker	Brush Prairie, WA	1

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