Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
New
Walker Gilbert
Financial advisor at Shelter Wealth Strategies
Walker Gilbert is a fiduciary financial advisor in Houston, Texas, registered since Jan 2026. Walker joined Shelter Wealth Strategies in 2026, after less than a year at MML Investors Services. Shelter Wealth Strategies offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office1400 Post Oak Blvd Suite 450, Houston, TX 77056
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$3.94 million
Advisors at the firm16
States licensed ?1 state
Services through Shelter Wealth Strategies
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
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 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowShelter Wealth Strategies, LLCCurrent firm
- Jan 2026 – Apr 2026MML Investors Services, LLCPreviously
Contact Walker
(713) 620-8500Shelter Wealth Strategies main office 1400 Post Oak Blvd Suite 450Houston, TX 77056Office · Get directions Firm websitewww.shelterwealth.com
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Questions to ask Walker
Tailored to Walker’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Walker
How do I contact Walker?
Call Shelter Wealth Strategies at (713) 620-8500 and ask for Walker Gilbert. Walker works from the Houston, TX office.
How long has Walker been a financial advisor?
Walker is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does Walker hold?
Series 66. Tap any license on this page to see what it allows.
Is Walker a fiduciary?
Walker is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Walker paid?
Shelter Wealth Strategies reports being paid by a percentage of the assets they manage, other fees. Ask Walker 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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