Walpole Financial Advisors, LLC
Walpole Financial Advisors, LLC (CRD# 135834) is a financial advisory firm headquartered in Goleta, CA. They manage $280,549,954 in 457 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Walpole Financial Advisors, LLC
By the Numbers
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Total Assets Under Management281MILLION
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Total Number of Accounts457ACCOUNTS
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Average Account Value$613,895
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, NE, NH, TX, WA
Financial Advisors at Walpole Financial Advisors, LLC
1
Kirk Stovesand (CRD# 4249778) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 23 years of experience in the finance industry.
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