Zemenick & Walker Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,507,459,508
Clients
264
Advisors
8
of 11 employees
About
Zemenick & Walker, Inc. provides fee-only investment advisory and portfolio management services to high‑net‑worth individuals, foundations and endowments, charitable organizations, pensions and defined contribution retirement plans, managing roughly $2.6 billion in non‑discretionary assets and serving around 270 client relationships as of December 31, 2025. The firm positions itself as an investment manager that works with clients across the lifecycle of account oversight rather than as a broker or product distributor.
The firm follows a team‑based, process‑driven approach that begins with a comprehensive due diligence review and the development of a written Investment Policy outlining asset classes and target allocations; it emphasizes diversification, laddered short‑ to intermediate‑term fixed‑income, and use of no‑load mutual funds, ETFs, separate accounts and some alternative exposures. Zemenick & Walker operates in a non‑discretionary capacity — describing itself as the client’s “Chief Investment Officer” while clients retain final authority, with recommendations implemented only after formal client approval and regular quarterly reviews.
Compared with many multi‑team advisers, Zemenick & Walker is notable for its predominantly non‑discretionary asset base and its stated focus on portfolio management rather than providing discretionary authority — a structure that is relatively uncommon among firms of its category. The brochure also underscores the firm’s independent, fee‑only stance (no performance fees, no acceptance of outside compensation or soft‑dollar arrangements) and its practice of not voting proxies on clients’ behalf, which together distinguish aspects of its governance and conflict‑management approach.
Client services
Expertise
Fee options
$0 - $4,000,000: 0.500% per year $4,000,000 - $7,000,000: 0.375% per year $7,000,000 - $10,000,000: 0.250% per year $10,000,000+: 0.125% per year
Fee-only: Fee-only, no commissions or other compensation sources
Main office
1401 S. Brentwood Blvd., Suite 550
St Louis MO 63144
Advisors at this office
8
Most active in
California · Colorado · Florida · Illinois · Missouri · Tennessee · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Alex D
CFP®, Series 63, Series 65
St Louis, MO
Zemenick & Walker Inc
Alex Dirksen is a CFP® professional at Zemenick & Walker, Inc. in St. Louis, Missouri, with three years of industry experience. Prior to joining Zemenick & Walker in 2022, he worked at Wells Fargo Clearing Services LLC and US Tech Solutions. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based approach focused on a detailed due diligence process and written Investment Policies, emphasizing diversification and a predominantly non-discretionary model that leaves final investment decisions with clients.
William S
CFP®, Series 65
St Louis, MO
Zemenick & Walker Inc
William Stude is a CFP® with 25 years of industry experience and has been with Zemenick & Walker, Inc. since 1999. He is based in St. Louis, MO, and holds a Series 65 license. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, pensions, and defined contribution retirement plans. The firm uses a team-based process with a predominately non-discretionary model, emphasizing diversification and client approval of trades.
Krystal H
CFP®, Series 65
St Louis, MO
Zemenick & Walker Inc
Krystal Hill is a CFP® professional with 13 years of industry experience. She has been with Zemenick & Walker, Inc. since 2011. The firm is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. Zemenick & Walker employs a team-based process with a predominately non-discretionary model, emphasizing diversification and client-approved investment decisions.
John J
CFP®, Series 65
St Louis, MO
Zemenick & Walker Inc
John Johnson is a CFP® and Series 65 professional with 26 years of experience in the financial industry. He has been with Zemenick & Walker, Inc. since 1998. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based process focused on detailed due diligence and client-approved investment strategies, emphasizing diversification and a predominantly non-discretionary model that retains final investment authority with clients.
Jonathan B
CFP®, Series 65
St Louis, MO
Zemenick & Walker Inc
Jonathan Best is a CFP® with 18 years of experience in the financial advisory industry. He has been with Zemenick & Walker Inc. since 2002. Based in St. Louis, MO, he holds the Series 65 license. Zemenick & Walker Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based process focused on diversification and a predominately non-discretionary model, allowing clients to retain final investment authority.
Joseph B
CFP®, Series 65
St Louis, MO
Zemenick & Walker Inc
Joseph Bonastia is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Zemenick & Walker, Inc. since 2016. Zemenick & Walker, Inc. provides fee-only investment advisory and portfolio management services primarily to high-net-worth individuals, foundations, and retirement plans. The firm employs a team-based, process-driven approach focused on non-discretionary portfolio management, emphasizing diversification and careful due diligence.
Chris G
CFP®
St Louis, MO
Zemenick & Walker Inc
Chris Griesedieck is a CFP® professional with 26 years of industry experience, currently serving at Zemenick & Walker, Inc. since 1999. He participates in an investment club with approximately 30 members and holds a role as an advisory director at Central Bank of St. Louis. Zemenick & Walker, Inc. is an independent, fee-only investment adviser that provides portfolio management and financial planning for high-net-worth individuals, foundations, and other institutional clients. The firm uses a team-based approach with a predominately non-discretionary model, emphasizing diversification and formal client approval of trades.
Bryan S
CFP®, Series 65
St Louis, MO
Zemenick & Walker Inc
Bryan Schulz is a CFP® licensed financial advisor with 18 years of experience at Zemenick & Walker, Inc. in St. Louis, MO, where he has worked since 2001. He serves as the finance director and an unpaid volunteer at Bethel United Methodist Church, managing the church’s endowment fund. Zemenick & Walker, Inc. is an independent, fee-only investment adviser specializing in portfolio management and financial planning for high-net-worth individuals, foundations, and charitable organizations. The firm uses a team-based, non-discretionary approach focused on diversification and detailed written investment policies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)