Walkner Condon

Walkner Condon operates as a fee-only registered investment advisor and explicitly states its fiduciary commitment in regulatory filings. The firm does not accept commissions, sell proprietary investment products, or receive third-party payments for fund recommendations. Compensation derives solely from advisory fees calculated as a percentage of assets under management or through fixed planning retainers, which removes the transaction-based conflicts present at broker-dealer firms.

The firm primarily constructs portfolios using low-cost mutual funds and exchange-traded funds, with Dimensional Fund Advisors and Vanguard named in public commentary as core providers. Individual bonds, particularly municipal and Treasury securities, appear in taxable accounts where tax management warrants direct ownership. The firm does not run internal hedge funds, private equity pools, or structured notes.

Walkner Condon emphasizes tax-aware portfolio construction in its published client materials. Strategies cited include holding individual municipal bonds for in-state tax exemption, deploying tax-loss harvesting throughout the calendar year rather than only at year-end, and locating high-turnover strategies within qualified retirement accounts where tax drag is minimized.