Walton Rahal CPAs PLLC
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About
Walton Rahal CPAs PLLC is a certified public accounting firm that provides investment management and financial planning to individuals, retirement accounts, trusts, estates, charitable organizations and small businesses. The firm operates on a fee‑only basis and supplements investment advice with tax planning and trust/estate services.
Investment portfolios are constructed primarily with passively managed index funds and ETFs, generally using no‑load Vanguard funds, and are managed on a discretionary basis under a limited trading authorization. Clients’ objectives are documented in an Investment Policy Statement and accounts are reviewed and reported to clients on a regular (typically quarterly) basis.
Distinctively, the firm blends traditional CPA services and planning credentials with its registered investment adviser activities, integrating tax and accounting considerations into investment advice. Walton Rahal serves a modest client base with a small advisory team, does not serve as custodian (clients retain asset control), and reports a client mix that is more weighted toward non‑high‑net‑worth individuals than is typical for supported firms.
Client services
Expertise
Fee options
Fixed fees or retainer agreements may be priced based on complexity, especially when asset management is not the major part of relationship
$0 - $500,000: 0.40% $500,001 - $1,000,000: 0.30% $1,000,001+: 0.20%
$275 per hour for limited scope planning engagements
Account minimum: $500,000 Minimum fee: $2,000 minimum annual fee, may be negotiable Fee-only: Fee-only financial planning and investment management; no commissions accepted
Main office
2101 NW Boca Raton Blvd, Suite 5
Boca Raton FL 33431-7498
Advisors at this office
2
Most active in
Florida
Also doing business as
Walton & Company Cpas Pl · Walton & Company, Cpas, PLLC · Walton Rahal Cpas PLLC
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
Advisors at this firm
Alyssa C
Series 65
Boca Raton, FL
Walton Rahal CPAs PLLC
Alyssa Clark is a financial advisor at Walton Rahal CPAs PLLC in Boca Raton, FL, holding a Series 65 credential with seven years of industry experience. She has been with Walton Rahal CPAs PLLC and its predecessor firms since 2013. Walton Rahal CPAs PLLC is a certified public accounting firm that provides investment management and financial planning services to individuals, retirement accounts, trusts, estates, charitable organizations, and small businesses. The firm uses a fee-only approach, integrating tax planning and trust/estate services with investment advice, primarily employing passively managed index funds and ETFs.
Robert W
Series 65
Boca Raton, FL
Walton Rahal CPAs PLLC
Robert Walton is a Series 65-licensed financial advisor with 25 years of industry experience. He is currently with Walton Rahal CPAs PLLC, where he has worked since 2017, following a 36-year tenure at Walton & Company. Walton Rahal CPAs PLLC is a certified public accounting firm that provides investment management and financial planning services primarily to individuals, retirement accounts, trusts, estates, charitable organizations, and small businesses. The firm combines traditional CPA services with investment advisory activities, focusing on passive investment strategies and integrating tax and accounting considerations into its advice.
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