Advisor at Valor Financial Planning
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Firm
Valor Financial Planning
Location
Johnson City, TN
Credentials
Series 65
Industry experience
2 years
Matthew Albritton is a financial advisor at Valor Financial Planning in Johnson City, TN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Ferguson Wealth Management and American Values Investments. Valor Financial Planning is an independent, fee-only registered investment adviser serving primarily individual clients, as well as charitable organizations and businesses. The firm emphasizes long-term, passive portfolio construction with a focus on asset allocation and low-cost mutual funds and ETFs, offering various engagement formats including subscription-style retainers and specialized support for retirement-plan advice and student loan repayment.
Based on Valor Financial Planning
$0+: 0.50% $0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.50% $5,000,000+: Negotiable
$100 per hour, negotiable
Ongoing financial planning engagement charged as flat monthly fee between $100-$500 based on complexity
Fee-only: Financial planning charged as flat monthly fee $100-$500; Hourly consulting at $100/hour; Project-based fees $1,000-$3,000; Ongoing retainer consulting negotiated monthly fee
Johnson City, TN
Tennessee · Texas
Valor Financial Planning
2024 - Present (2 years)
Ferguson Wealth Management
2023 - 2024 (1 year)
American Values Investments
2022 - 2023 (1 year)
American Values Investments
2021 - 2023 (2 years)
Crothall Laundry Services
2020 - 2021 (1 year)
Good Samaritan Ministries
2019 - 2020 (1 year)
Summit Leadership Foundation
2018 - 2019 (1 year)
Milligan College
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Johnson City, TN
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WorthWhile Wealth Council
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Aldebaran Financial Inc
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