Walsh Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Sublimity OR
Advisors at this office
1
Most active in
Oregon
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.
Forms ADV
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