# Walden Financial

> Walden Financial is a state-registered investment advisory firm in Granville, OH, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 323234
- Filed as: WALDEN FINANCIAL
- Legal name: Dandurand Financial Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Granville, OH
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323234
- AdvisorCensus page: https://advisorcensus.com/firm/walden-financial-granville-oh-323234

## Quick answers

**How is Walden Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Walden Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Walden Financial located?**
Walden Financial's principal office is in Granville, OH, according to its Form ADV.

**Is Walden Financial registered with the SEC or a state?**
Walden Financial is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323234.

**How much does Walden Financial manage?**
Walden Financial reports $52,813,988 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (86% discretionary).

**What types of clients does Walden Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (33).

**Does Walden Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323234

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $52,813,988
- Discretionary: $45,388,884
- Non-discretionary: $7,425,104

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $14,870,442 |
| High net worth individuals | 33 | $37,943,546 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (3 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- walden-financial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walden Financial (CRD 323234): Form ADV filing data as of October 2026.