Walser Wealth Management
Walser Wealth Management is a Tampa, Florida-based Registered Investment Advisor founded by Rebecca Walser (CEO/CIO) that delivers wealth management, tax planning, retirement planning, wealth preservation, and investment advisory services to high-income individuals, business owners, retirees, and families nationwide.
- Company typePrivate
- Founded-
- HeadquartersTampa, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Walser Wealth Management does
Walser Wealth Management is a privately-held Registered Investment Advisor (RIA) headquartered in Tampa, Florida, operating through two affiliated LLCs: Walser Wealth Management Company, LLC and Walser Capital Group, LLC. The firm was founded and is led by Rebecca Walser (JD, LLM, MBA), who serves as CEO and CIO. The stated service area is virtual, enabling the firm to deliver wealth management to clients on a nationwide basis from its Tampa base.
The firm offers wealth management, tax planning, retirement planning, wealth preservation, investment management, and insurance advisory services. Revenue is generated through multiple streams, including financial planning consulting fees, AUM-based advisory fees, legal fees, and insurance commissions. The disclosed technology footprint is limited: a customer portal and Typeform for consultation intake. There is no indication of proprietary portfolio-management, planning, or AI/ML systems; service delivery is relationship-and-CIO-led rather than platform-led. The target customer segments are high-income business owners, retirees, families, and working professionals — i.e., mass-affluent and high-net-worth households served through both one-time planning engagements and ongoing AUM relationships.
The firm maintains ancillary media properties — the Crashes & Taxes podcast and the Wealth Unbroken book — which function as thought-leadership and client-acquisition channels in tax mitigation and wealth preservation. The team is approximately 27 people based on the leadership and staff listing, and the firm was named to the Investopedia 100 Top Financial Advisors 2023 (Top 10). There are no disclosed revenue, AUM, or funding figures, and the firm is founder-controlled rather than institutionally backed.
Walser Wealth Management firmographics
Firmographics- Name
- Walser Wealth Management
- Legal name
- Walser Wealth Management Company, LLC
- Website
- https://walserwealth.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Walser Wealth Management is a Tampa, Florida-based Registered Investment Advisor founded by Rebecca Walser (CEO/CIO) that delivers wealth management, tax planning, retirement planning, wealth preservation, and investment advisory services to high-income individuals, business owners, retirees, and families nationwide.
- Ownership category
- akta.pro rank
Walser Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Tax-Focused Wealth Management RIAs (FSAAACAD), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where Walser Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Walser Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Planning Consulting Fees: Fees charged for comprehensive financial planning services including retirement planning, tax strategy development, and wealth management advisory.
- Investment Advisory Fees for Assets Under Management: Ongoing advisory fees calculated as a percentage of assets under management, providing continuous portfolio management and monitoring.
- Legal Fees: Legal fees collected for services provided by the firm acting as an attorney, leveraging founder Rebecca Walser's legal expertise.
- Insurance Product Commissions: Payments received for securing financial assets including insurance products such as annuities, which are used as part of client wealth strategies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Hybrid | Annual | Fee-based comprehensive advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Walser Wealth Management product offering
Product offeringCore offering
Walser Wealth Management is an independent Registered Investment Advisor (RIA) that delivers personalized, holistic wealth management, advanced tax mitigation, retirement income planning, investment management, and asset protection services. The firm operates under a fiduciary standard through two LLC entities (Walser Wealth Management Company, LLC and Walser Capital Group, LLC), serving individuals and families nationwide on a virtual basis from its Tampa, Florida headquarters.
Product overview
Walser Wealth Management operates as a unified wealth advisory firm offering integrated financial services rather than a modular software platform. The core offering combines personalized wealth management, advanced tax planning, and retirement strategies delivered through a team of advisors. The product portfolio centers on holistic financial advisory services including investment management, wealth preservation, and insurance advisory through affiliated entities (Walser Wealth Management Company, LLC and Walser Capital Group, LLC). Supporting offerings include the Crashes & Taxes educational podcast and Rebecca Walser's bestselling book 'Wealth Unbroken.' All services are unified under the firm's fiduciary commitment as a Registered Investment Advisor.
Differentiator
Problem solved
Functional benefit
Brands
- Crashes & Taxes: A podcast hosted by Rebecca Walser exploring global economic trends, market analysis, and financial planning strategies.
Products and services
- Wealth Management & Financial Advisory Personalized, holistic wealth management delivered by a dedicated team of advisors that combines financial planning with tax expertise for individuals, families, and high-income business owners.
- Advanced Tax Planning & Mitigation
Quantifiable outcome
- Goal of reducing client lifetime tax rate to potentially 0% through comprehensive tax planning
- +1 more outcomes
Companies that use Walser Wealth Management
Customer profileSegments4 records
Ideal customer profiles4 records
Walser Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Walser Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Brokers and CustodianscoreThe firm works with non-affiliated third parties including brokers and custodians as necessary to provide agreed services and products to clients consistent with applicable law. This enables the firm to offer a broad range of investment products and services as an independent advisor not constrained by employer product offerings.
Scale indicators4 records
Recent moves6 records
Expansion highlights4 records
Walser Wealth Management competitors and assessment
Company assessmentEmerging players
- Domain Money: Tech-enabled wealth advisory combining fiduciary investment management with proactive tax planning and retirement strategies for HNW clients. Overlaps with Walser on integrated tax + wealth services but at an earlier, tech-led stage.
Direct peers
- Creative Planning: Large independent RIA offering comprehensive wealth management, tax planning, and retirement strategies to HNW individuals and business owners nationwide. Operates as a multi-advisor, virtual-enabled firm with similar product breadth (AUM, financial planning, insurance) and an overlapping mass-affluent/HNW target market.
- Halbert Wealth Management: Boutique RIA focused on tax-efficient, evidence-based investing for HNW families and business owners, with strong emphasis on retirement distribution planning. Closely aligned to Walser's tax-mitigation-first value proposition at a similar boutique scale.
- Carson Wealth: RIA and coaching ecosystem with strong media presence (Ron Carson), financial-advisor scaling focus, and integrated tax/retirement planning. Comparable to Walser in combining thought leadership, virtual service, and tax-driven planning for HNW households.
- Buckingham Strategic Wealth: Tax-focused independent RIA known for evidence-based investing, Tax Alpha strategies, and proactive retirement-income planning—mirroring Walser's positioning as a tax-law-integrated RIA serving mass-affluent and business-owner clients virtually.
- Sensible Money (formerly BPG Wealth): Independent RIA specializing in retirement income planning, tax strategies, and 401(k)/pension-rollover advisory—directly comparable to Walser's retirement-income, Social Security optimization, and tax-mitigation focus.
- Andersen Wealth Advisors: Boutique RIA built around tax-mitigation thought leadership, serving HNW individuals, families, and business owners with retirement and estate strategies. Similar founder-driven thought-leadership model and overlapping client segments.
Broad incumbents
- Fisher Investments: Large global RIA employing a contrarian, research-driven investment philosophy with heavy media marketing—comparable to Walser's contrarian positioning and reliance on founder/brand-led acquisition. Far larger in AUM.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, retirement planning, and tax-aware investment services to mass-affluent and HNW clients. Comparable in business model but considerably larger and more diversified than Walser.
- Mariner Wealth Advisors: RIA consolidator providing comprehensive wealth advisory, tax, estate, and retirement-planning services to HNW clients across the U.S. Competes with Walser in the integrated tax + wealth advisory space but at substantially greater scale and geographic reach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks6 records
Key highlights7 records
Customer concentration
Walser Wealth Management social profiles
Digital presenceWalser Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Walser Wealth Management leadership team
Management profileNumber of profiles
Profiles6 records
Walser Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Walser Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Walser Wealth Management
What does Walser Wealth Management do?
Walser Wealth Management is an independent Registered Investment Advisor (RIA) that delivers personalized, holistic wealth management, advanced tax mitigation, retirement income planning, investment management, and asset protection services. The firm operates under a fiduciary standard through two LLC entities (Walser Wealth Management Company, LLC and Walser Capital Group, LLC), serving individuals and families nationwide on a virtual basis from its Tampa, Florida headquarters.
Is Walser Wealth Management a public or private company?
Walser Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Walser Wealth Management founded?
Walser Wealth Management was founded in -1. It employs 11 to 50 people.
Where is Walser Wealth Management based?
Walser Wealth Management is headquartered in Tampa, United States, in the North America region.
How does Walser Wealth Management make money?
Four revenue lines are on record. Financial Planning Consulting Fees are the primary driver. The others are investment Advisory Fees for Assets Under Management, legal Fees and insurance Product Commissions.
Who are Walser Wealth Management's main competitors?
Domain Money is listed as an emerging player. Direct peers are Creative Planning, Halbert Wealth Management, Carson Wealth, Buckingham Strategic Wealth, Sensible Money (formerly BPG Wealth) and Andersen Wealth Advisors. Broad incumbents are Fisher Investments, Edelman Financial Engines and Mariner Wealth Advisors.
Does Walser Wealth Management have an API?
No public API is recorded for Walser Wealth Management.
What industry is Walser Wealth Management in?
Walser Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 523940.