# Walker Financial Advisors Inc

> Walker Financial Advisors Inc is an SEC-registered investment advisory firm in Mission Viejo, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 106268
- Filed as: WALKER FINANCIAL ADVISORS INC
- Legal name: Walker Financial Advisors, Inc. DBA California 457 Benefits
- Also doing business as: WALKER FINANCIAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mission Viejo, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106268
- AdvisorCensus page: https://advisorcensus.com/firm/walker-financial-advisors-inc-mission-viejo-ca-106268

## Quick answers

**How is Walker Financial Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Walker Financial Advisors Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Walker Financial Advisors Inc charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $250 an hour (consulting fees for Nick Walker); Hourly rate: $350 an hour (consulting fees for Warren Isenberg); Hourly rate: $450 an hour (consulting fees for Scott Walker). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Walker Financial Advisors Inc located?**
Walker Financial Advisors Inc's principal office is in Mission Viejo, CA, according to its Form ADV.

**Is Walker Financial Advisors Inc registered with the SEC or a state?**
Walker Financial Advisors Inc is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 106268.

**How much does Walker Financial Advisors Inc manage?**
Walker Financial Advisors Inc reports $233,284,348 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (86% discretionary).

**How have Walker Financial Advisors Inc's assets and staff changed since 2021?**
In the Form ADV data for Walker Financial Advisors Inc: Regulatory assets under management: $167,701,228 in the October 2021 data and $233,284,348 in the October 2026 data, up 39%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Walker Financial Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (121); high net worth individuals (57).

**Which custodians does Walker Financial Advisors Inc use?**
Walker Financial Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Walker Financial Advisors Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106268

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Hourly rate: $250 an hour (consulting fees for Nick Walker)

> Hourly consulting fees are $250 per hour for Nick Walker, $350 per hour for Warren Isenberg, and $450 per hour for Scott Walker.

- Hourly rate: $350 an hour (consulting fees for Warren Isenberg)

> Hourly consulting fees are $250 per hour for Nick Walker, $350 per hour for Warren Isenberg, and $450 per hour for Scott Walker.

- Hourly rate: $450 an hour (consulting fees for Scott Walker)

> Hourly consulting fees are $250 per hour for Nick Walker, $350 per hour for Warren Isenberg, and $450 per hour for Scott Walker.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $233,284,348
- Discretionary: $201,050,995
- Non-discretionary: $32,233,353

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 121 | $46,804,056 |
| High net worth individuals | 57 | $154,246,939 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $32,233,353 |

### 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
- Pension consulting services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ca457.com](https://ca457.com)
- [walkerfinancial.com](https://walkerfinancial.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $167,701,228 | 3 | March 29, 2021 |
| October 2022 | $196,973,041 | 4 | March 29, 2022 |
| October 2023 | $171,639,284 | 4 | March 31, 2023 |
| October 2024 | $190,258,725 | 4 | March 25, 2024 |
| October 2025 | $216,044,685 | 4 | June 30, 2025 |
| October 2026 | $233,284,348 | 4 | March 30, 2026 |

Regulatory assets under management: $167,701,228 in the October 2021 data and $233,284,348 in the October 2026 data, up 39%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walker Financial Advisors Inc (CRD 106268): Form ADV filing data as of October 2026.