Walsh Financial Consulting

Wealth Management Firm in Oakland, CA

Firm Info
Address: 10732 Fallbrook Way, Oakland, CA 94605, USA
Phone: (510) 250-2539

Firm Size
Assets Under Management: $112 million
# of Advisors: 0
# of Clients: 1
Client to Advisor Ratio: -
Average Account Size: $112 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • State & Municipal Govt Entities

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

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Walsh Financial Consulting Overview

Walsh Financial Consulting is a fee-based Registered Investment Advisory firm that offers financial planning and portfolio management services to individuals, small businesses, and institutional clients. Established in 2021, the firm is based in Oakland, CA, and is primarily an insurance broker/agent that provides investment advice. The firm's fee arrangement is designed to align their interests with their clients, as they only earn money based on the fees they charge for their services. Clients can be assured that the firm's financial advisors are motivated to maximize their clients' returns and minimize their portfolio risks. The team at Walsh Financial Consulting has extensive experience in portfolio management, which enables them to offer customized investment solutions to their clients. They work closely with their clients to develop financial plans aligned with their long-term goals. Their services range from portfolio management for small businesses to more complex financial solutions for institutional investors. Overall, Walsh Financial Consulting is a trustworthy and reputable firm that provides high-quality financial advisory and portfolio management services. They are committed to helping their clients achieve their financial goals by providing tailored solutions and personalized advice.

Walsh Financial Consulting is a reputable financial services firm that caters to a diverse range of clients. They specialize in serving state or municipal government entities. These clients trust the firm to provide accurate and insightful financial recommendations that help them achieve their long-term objectives. In addition to government entities, Walsh Financial Consulting also serves high-net-worth individuals, small-to-medium-sized businesses, and non-profit organizations. The firm takes pride in delivering tailored solutions to each client's specific needs, offering a customized approach that reflects their expertise and attention to detail. When it comes to fee structures, Walsh Financial Consulting provides a variety of options that suit each client's preferences. Their fee arrangements include a percentage of assets under management, hourly billing, fixed fees, and commissions. The firm charges a percentage of assets under management for clients who require portfolio management services. Hourly billing is commonly used for clients who need tailored financial planning services. Fixed fees are charged for one-time projects with a clear scope of work, while commissions are typically charged for products such as insurance, annuities, or mutual funds. This diverse range of pricing options allows Walsh Financial Consulting to cater to clients with differing needs and financial situations. The firm prioritizes clear and transparent communication around fees to ensure their clients have a clear understanding of all costs involved in their engagement with the firm.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for WALSH FINANCIAL CONSULTING is $250,000, as stated in their Part 2 Brochure. The note mentions that exceptions may be made, but only when deemed appropriate. Therefore, clients looking to invest with WFC must have at least $250,000 to participate in the firm's service offering.

How This Office Can Help Oakland, CA Residents

Walsh Financial Consulting is a highly reputable financial advisor that assists clients in Oakland, CA, with personalized financial planning and wealth management services. The firm is dedicated to helping clients achieve their financial goals, regardless of their current financial position. Whether you are just starting your career, saving for a down payment on a home, or approaching retirement, Walsh Financial Consulting can help you make sound financial decisions that will ensure long-term financial success. Oakland is a city of diverse socioeconomic backgrounds, and as such, many residents face financial challenges unique to their situations. Walsh Financial Consulting helps clients with a range of issues, from budgeting and debt management to investment planning and tax strategies. For those facing mounting debt or struggling to make ends meet, the firm can provide guidance on debt consolidation, credit repair, and budgeting. Clients working towards financial independence can benefit from investment and retirement planning, as well as estate planning to ensure their assets are protected and distributed according to their wishes. Overall, Walsh Financial Consulting provides comprehensive financial planning services tailored to each client's unique needs and goals.

To view the Minimum Investment and Fee Schedule for Walsh Financial Consulting, visit their Part 2 Brochure.

Services Offered by Walsh Financial Consulting

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Walsh Financial Consulting most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients


This Office Location

Firm location 10732 Fallbrook Way, Oakland, CA 94605, USA
Phone (510) 250-2539
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Walsh Financial Consulting is registered to service clients in the following states:

  • California

Disciplinary History

Walsh Financial Consulting does not have any disclosures. Please visit it's Form ADV for more details.