Walton Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$178,405,374
Clients
248
Advisors
3
across 2 offices
About
Walton Financial advises individual clients (both non‑high‑net‑worth and high‑net‑worth), as well as pension and profit‑sharing plans, charitable organizations, and corporations. The firm provides comprehensive financial planning, asset management, and retirement plan consulting and implements advisory programs using third‑party platform services.
Services are delivered primarily on a discretionary basis and can include customized portfolios (PPS Custom), model portfolios managed through Commonwealth’s PPS Select, mutual funds, ETFs, insurance products, and certain alternative investments. The firm describes a multi‑step due‑diligence process for model selection and may recommend specific share classes such as American Funds’ F‑2 when appropriate.
Walton Financial publicly discloses third‑party recognition—having appeared on Forbes’ Best‑in‑State Wealth Advisors list multiple times—a disclosure the firm highlights in its ADV and that is uncommon among peers. The brochure also discloses notable platform and financing arrangements with Commonwealth (and related loans tied to Commonwealth/LPL), a 2024 SEC adviser registration despite operating since 1999, and reliance on Commonwealth/NFS for custody and execution, each of which the firm identifies as relevant to program choice and potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting flat or fixed fees negotiated with client
0.10% to 1.5% (varies by program and client agreement)
Insurance product commissions; fees related to mutual funds and transactions where applicable
Financial planning and consulting up to $500 per hour
Wealth Management Consulting may have annual flat fees with payments monthly, quarterly, semi-annually or annually
Account minimum: $50,000 Minimum fee: Minimum annual plan fee of $300 for retirement plan consulting with less than $250,000 in plan assets Fee-only: Financial planning hourly rate up to $500/hour; flat or fixed fees also available for financial planning and consulting services
Main office
See office2564 18th Street South
Birmingham AL 35209
Advisors at this office
1
Offices (2)
Most active in
Alabama · Florida · Georgia · Louisiana · Mississippi · North Carolina · Tennessee · Texas
Also doing business as
Ac Financial Partners · Walton Financial
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.
Quick links
Advisors at this firm
Derrell C
CFP®, Series 63, Series 65
Birmingham, AL
Walton Financial
Derrell Crimm is a CFP® professional with 24 years of experience in the financial industry. He is currently with Walton Financial and has previously worked at Commonwealth Financial Network and AC Financial Partners. Crimm serves as the Supervisory Council Chairman for Mutual Savings Credit Union. Walton Financial provides comprehensive financial planning, asset management, and retirement plan consulting to individual clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary services including customized and model portfolios, utilizing a multi-step due-diligence process for investment selection.
Scott W
Series 63, Series 65
Birmingham, AL
Walton Financial
Scott Walton is a financial advisor with Walton Financial in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Walton Financial since 1999 and previously worked with Commonwealth Financial Network from 1999 to 2024. Outside of his advisory role, Walton is a co-author of a book with his spouse and is a part owner of BBQ Digest, Inc., a company that publishes cookbooks. Walton Financial provides financial planning and discretionary asset management services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm combines advisor-managed accounts with model portfolios and incorporates various analysis methods to tailor portfolios to client objectives.
Lisa G
Series 63, Series 65
Birmingham, AL
Walton Financial
Lisa Gamble is a financial advisor at Walton Financial with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Commonwealth Financial Network and AC Financial Partners. Walton Financial serves individual clients, pension and profit-sharing plans, charitable organizations, and corporations, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a multi-step due-diligence process for model portfolio selection and provides services primarily on a discretionary basis using third-party platform services.
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