Valor Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$518,605
Total clients
21
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$24,695
Client services
Fee options
Project-based financial plan fees typically range from $1,000 to $3,000 based on complexity
$0 - $100,000: $100-$500 monthly retainer (flat fee, based on complexity) $100,000+: 1.00% advisory fee annually
$100 per hour, negotiable based on complexity
Fee-only: Firm is fee-only, does not accept commissions or other compensation from third parties
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Valor Financial Planning
700 Swadley Rd
Johnson City TN 37601, United States
Number of offices
1
Forms ADV
Advisors at this firm
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