Supreme Alliance
47yrs
Top advisor by experience in Charlotte
3yrs
Thomas Walker
Full name on record: Thomas Daniel Walker
Financial advisor at Impact Partnership Wealth
Thomas Walker has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Charlotte, North Carolina. Thomas joined Impact Partnership Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Impact Partnership Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeCharlotte, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$368,526
Advisors at the firm88
States licensed ?1 state
Services through Impact Partnership Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowImpact Partnership Wealth, LLCCurrent firm
Contact Thomas
(800) 380-5040Firm headquarters in Marietta, GA. Ask for Thomas. Charlotte, NCOffice · Get directions X (Twitter) pageImpact Partnership WealthIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Impact Partnership Wealth at (800) 380-5040 and ask for Thomas Walker. Thomas works from the Charlotte, NC office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Thomas hold?
Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Impact Partnership Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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