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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-09-2025
- Office Locations
- 1
Office Locations
About Walk YOU TO Wealth
Walk You To Wealth is a Massachusetts-based, flat-fee, fiduciary advisor serving clients nationwide. The firm works with individuals and families through coaching/education on budgeting, saving, and debt management, plus comprehensive financial planning with jargon-free investment advice and proactive investment management—no asset minimums or asset-based fees. Led by a CFP®, CPA, and Certified Financial Therapist™ with 20+ years’ experience.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Kevin Feig
Chief Compliance Officer, Owner
- CRD
- #8038310
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,728,844 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,728,844 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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