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Walsh Advisors

Updated today

Client assets under management

$78,941,508

Clients

53

38% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

27

Low

Average account size

$1,489,462

About

Walsh Advisors provides advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $82 million in discretionary assets for a client base of about 53 relationships with a two-advisor team. The firm offers discretionary portfolio management alongside financial planning and consulting, including both one-time and ongoing subscription-style planning options.

The firm constructs customized investment strategies based on an initial suitability assessment and ongoing monitoring, rebalancing portfolios as client circumstances or market conditions change. Its methods include fundamental and technical analysis and may use long- and short-term positions, option strategies, and periodic short-term trading when deemed suitable.

What is uncommon for a firm of this size is the formal subscription model for financial planning alongside traditional AUM billing, with multi-tier service levels and scheduled plan updates. Walsh Advisors also advises on a broad range of investments — including private equity funds, REITs, and options contracts — and its small advisor team and client base suggest relationships are managed with a relatively concentrated client workload.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.) Options & derivatives strategies

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Fee options

Percentage

$0 - Not explicitly stated, but implied by tier structure: Starting at 1.00% annually with decreasing rates as assets increase (exact tiers not fully detailed in brochure)

Subscriptions

Gold Financial Planning Subscription: $59/month; Platinum Financial Planning Subscription: $79/month

Other

Fee-only: One-Time Financial Planning Subscription: $500 one-time fee; Gold Financial Planning Subscription: $59 per month ($708 per year); Platinum Financial Planning Subscription: $79 per month ($948 per year)

Main office location

Walsh Advisors

503 E. Summit Street, Suite 1 B

Crown Point IN 46307, United States

Number of offices

2

Most active in

Indiana · Michigan · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cynthia W

Series 63, Series 65

Crown Point, IN

Walsh Advisors

Cynthia Walsh is a financial advisor at Walsh Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Walsh Advisors since 1999, with additional roles at the University of Chicago and DePaul University. Walsh serves on the boards of the Crown Point Community Foundation, LendingOne, and Chimera Investment Corporation, a real estate investment trust. Walsh Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $73.5 million in client assets and employs a range of investment strategies including fundamental and technical analysis, options trading, and allocations to alternative investments.

Cash flow / budgeting College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Owen R

Series 65

Crown Point, IN

Walsh Advisors

Owen Rush is a financial advisor at Walsh Advisors with a Series 65 designation and four years of industry experience. His prior roles include positions at Northwestern Mutual and operating his own firm, Rush on Investments, LLC. Walsh Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $73.5 million in client assets and offers both comprehensive one-time plans and ongoing subscription-based planning, utilizing a range of investment strategies including fundamental and technical analysis, options, and alternative investments.

Cash flow / budgeting College savings (529s, UTMA, etc.) Options & derivatives strategies
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