TrueAdvisor
TrueAdvisor
BM
BM
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Walser Wealth Management Company, a Limited Liability Company
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$378K average
Assets Under Management
$220.3M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$1,000

Location

3109 W Dr. Martin Luther King Jr. Blvd, Suite 600, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Walser Wealth Management Company, a Limited Liability Company
September 2025 - Present · 5 mos
Previous Registrations
Fisher Investments
October 2022 - August 2025 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLC
July 2005 - October 2022 · 17 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2005 - October 2022 · 17 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2003 - June 2005 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1998 - June 2005 · 7 yrs 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.