Walker
Abney

Tilia Fiduciary Partners, Inc

CRD#5248339
Investment Advisor
in Wilmington, NC

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About this Advisor

Walker Abney is a financial advisor based in Wilmington, North Carolina, working with Tilia Fiduciary Partners, Inc. Walker has previously held a position at Tilia Fiduciary Partners, Inc. Walker has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Walker is part of Tilia Fiduciary Partners, Inc, which operates out of Wilmington, North Carolina. The firm has 6 employees and manages assets totaling $173.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Tilia Fiduciary Partners, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1908 Eastwood Road Suite 224
Wilmington, NC 28403

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Tilia Fiduciary Partners, Inc Brokerage Details

Total Assets Under Management

$172,959,637

NC Average: $3,625,019,099
Total Number of Employees

6

NC Average: 22
Total Number of Accounts

807

NC Average: 1,917
Average Account Size

$214,324

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Walker Abney Work History

2022 - Present (2 years)

Tilia Fiduciary Partners, Inc

2011 - Present (13 years)

Tilia Fiduciary Partners, Inc

Disclosures

Please visit the SEC profile of Walker Abney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tilia Fiduciary Partners, Inc

Alexis Delia
Wilmington, NC
Shawn Hudspeth
Wilmington, NC
Walker Abney
Wilmington, NC
Ryan Casey
Wilmington, NC

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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