Walters Strategic Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Walters Strategic Advisors provides investment management, retirement plan advisory, and financial planning services for individuals, trusts, charitable organizations and businesses. The firm operates with a small team supporting roughly 46 client relationships and about $68 million in assets under management, and it delivers written investment policy statements and periodic reviews as part of portfolio oversight.
The firm’s investment approach is rooted in modern portfolio theory and a buy-and-hold orientation, emphasizing diversified, passively managed asset-class mutual funds and occasional ETFs, with Monte Carlo analysis used to model client outcomes. WSA also implements fixed income strategies consisting of managed individual bond accounts and will, in some cases, retain third‑party managers or use model portfolios provided by Buckingham Strategic Partners, and it may retain individual equities for tax or personal reasons identified in a client’s IPS.
WSA is affiliated with an accounting practice, Walters & Associates CPAs, and principals split time between the advisory and accounting businesses, so clients may be offered coordinated tax and accounting referrals or services; that ownership/affiliation is presented as a formal relationship in the brochure. The firm also relies on Buckingham Strategic Partners for sub‑advisory, trade processing and back‑office services and uses custody/execution platforms such as Fidelity and TD Ameritrade, a combination of arrangements that differs from many small advisory firms.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fee typically ranging from $2,000 to $5,000
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $5,000,000: 0.70% $5,000,000+: 0.50%
Main office
3277 Fruitville Road, Building E
Sarasota FL 34237
Advisors at this office
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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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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
Quick links
Advisors at this firm
Jose Maria B
Series 65, Series 63
Sarasota, FL
Walters Strategic Advisors, LLC
Jose Maria Bilbao Cunha Joia is a financial advisor at Walters Strategic Advisors, LLC with eight years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at Raymond James & Associates, Inc. and Rudd Asset Management. Outside of advisory work, he is a partner in E Sligh LLC, a real estate investment venture. Walters Strategic Advisors provides investment management, retirement plan advisory, and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm employs a buy-and-hold strategy based on modern portfolio theory and utilizes diversified, passively managed funds alongside fixed income strategies and third-party managers.
Douglas W
Series 65
Sarasota, FL
Walters Strategic Advisors, LLC
Douglas Walters is a financial advisor at Walters Strategic Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has managed Walters Strategic Advisors since 2020. Walters is also the managing partner of Walters & Associates CPAs, an accounting and tax services firm he established in 1999. He serves as treasurer and vice president on several condominium association boards. Walters Strategic Advisors provides investment management, retirement plan advisory, and financial planning services for individuals, trusts, charitable organizations, and businesses. The firm employs a buy-and-hold investment approach focused on diversified, passively managed asset-class mutual funds and ETFs, incorporating Monte Carlo analysis for client outcome modeling.
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