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 63, Series 65
Sarasota, FL
Walters Strategic Advisors, LLC
Jose Maria Bilbao Cunha Joia is a financial advisor with Walters Strategic Advisors, LLC, holding Series 63 and Series 65 designations and nine years of industry experience. He has previously worked at Raymond James & Associates, Inc and Rudd Asset Management. Outside of advisory services, he is a partner in an investment-related business focused on real estate. Walters Strategic Advisors provides investment management, retirement plan advisory, and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm follows a modern portfolio theory and buy-and-hold investment approach, emphasizing diversified, passively managed mutual funds and ETFs, supported by Monte Carlo analysis and occasional third-party management.
Douglas W
Series 65
Sarasota, FL
Walters Strategic Advisors, LLC
Douglas Walters is a financial advisor at Walters Strategic Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has managed Walters & Associates CPAs, an accounting and tax services firm he founded in 1999. Walters also serves as treasurer or vice president on several condominium association boards. Walters Strategic Advisors offers investment management, retirement plan advisory, and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm employs a buy-and-hold investment approach based on modern portfolio theory, using diversified, passively managed mutual funds and ETFs along with fixed income strategies and occasionally third-party managers or model portfolios.
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