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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-07-2017
- Office Locations
- 1
Office Locations
About Fident Financial, LLC
Fident Financial is a fee-only, fiduciary RIA based in Lancaster, PA serving middle-to-high income earners with values-based financial planning and investment management. Founder Jeremy Walter, CFP®, CKA® builds customized portfolios aligned to client goals and beliefs and updates plans through life changes. The practice has a Christian client focus and is currently closed to new clients.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 86 clients, or 86 clients per representative. That equates to $643.2K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on June 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JEREMY CHARLES WALTER
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5287364
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,317,604 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,317,604 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fident Financial, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.