What We Offer
Our Services
Financial Planning
For those who desire advice on a one-time or stand-alone basis, we offer this service agreement under an hourly or flat-fee arrangement. Financial plans are offered for a flat-fee and typically address a specific issue in the areas of investment management, tax planning, retirement planning, estate planning, or risk management (insurance analysis). Services under this agreement are one-time in nature and do not include the ongoing supervision, monitoring, or periodic review of investments.
Fee-Only Advice
Walker Financial Advisors, Inc. is compensated on a fee-only basis by our clients. This is our sole source of compensation as we avoid products that pay commissions to the advisor. As a fiduciary, we endeavor to minimize investment costs with the use of individual securities. Fee-only financial advice offers clients objective, transparent guidance by eliminating commissions and product-based incentives. Because fee-only advisors are compensated solely by their clients, their recommendations are aligned with each client’s best interests—not influenced by third-party sales. This approach fosters trust, clarity, and a true fiduciary relationship focused entirely on helping clients reach their financial goals.
Certified Financial Planner™
Scott Walker, Warren Isenberg, and Nick Walker are all Certified Financial Planner™ professionals and work together as a team to manage client portfolios. For 50 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.