Colton Kelly Walker
CW
CFP
Colton Kelly Walker
CW
CFP

Colton Walker

6 Years of Experience
Topeka, KS

Colton Walker is a CFP-designated registered investment advisor at Clayton Wealth Partners, based in Topeka, KS, with 6 years of industry experience. Colton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Millennials & Gen Z, and 3 more. Their firm serves 753 clients with $910M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
753 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$909.8M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.50%
$5M+0.40%

Exceptions to CWP's general fee schedule are available under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Colton Kelly Walker
CW
Colton Walker

Location

716 South Kansas Avenue, Topeka, KS, 66603-3808

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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
Clayton Wealth Partners
May 2021 - Present · 4 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, LLC.
April 2019 - February 2021 · 1 yr 10 mos
Ameriprise Financial Services, LLCBroker
March 2019 - February 2021 · 1 yr 11 mos
State Registrations2 states
KSTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Colton Kelly Walker
CW
Contact
Colton Walker
Colton Walker - Financial Advisor | TrueAdvisor