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Valkyrie Financial

Updated today

Total assets under management

$7,356,619

Total clients

19

5% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

19

Average account size

$387,190

Client services

Financial planning Portfolio management

Fee options

Percentage

$0 - $50,000: 1.20% $50,001 - $250,000: 1.00% $250,001 - $1,000,000: 0.75% $1,000,001+: 0.60%

Project-based

$350 per hour (project-based financial planning)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Valkyrie Financial

Appleton WI, United States

Number of offices

1

Advisors at this firm

Sarah P

CFP®

Appleton, WI

Valkyrie Financial

"Wealth is the ability to truly experience life." -- Henry David Thoreau Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I'm doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNER™ professional. After 10 years working in personal finance I decided I had had enough of the "old" model where middle-aged white guys in suits help already wealthy people get more wealthy. I focus on empowering people born in the '80's and '90's to take control of their financial lives. Instead of doing a long, deep, mind-numbing presentation where I talk at my clients, I prefer to work in short and consistent bursts so we will actually make progress and show you this stuff doesn't have to be so hard. If money is a tool you aren't really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique past, present and future to craft recommendations fit for you. Let's find your wealth, together. In my spare time, you can find me passionately advocating for women's rights - I currently hold a seat on the board of the Women's Fund for the Fox Valley Region - and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece! Read Sarah's blog here: https://valkyriefinancial.wordpress.com/blog/

Women Professionals Single Women Gen Y/Millennials (Born 1980-1995)
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