Valor Wealth Partners logo

Valor Wealth Partners

Updated today

Total assets under management

$45,941,808

Total clients

109

29% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

36

Average account size

$421,484

Client services

Financial planning Portfolio management

Fee options

Fixed

Initial financial plan development fee between $2,500 and $7,000; Ongoing planning fixed fees up to $12,000 annually for Comprehensive Partnership and $600 annually for Core Membership; additional fixed fees available with quotes prior to services.

Percentage

$0+: 1.25% annually (stand-alone Investment Management) $0+: 0.50% annually (Investment Management with Ongoing Planning discount)

Project-based

$450 per hour for additional financial planning support beyond fixed services.

Other

Fee-only: Financial planning services fees: Initial plan $2,500 - $7,000; Ongoing planning up to $12,000 annually (Comprehensive Partnership), or $600 annually (Core Membership) plus $450/hour for additional support.

Disclosures

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

Main office location

Valor Wealth Partners

1200 G St Nw, Suite 800

Washington DC 20005, United States

Number of offices

2

Advisors at this firm

Ed S

CFP®

Washington, DC

Valor Wealth Partners

Ed Leads a team revolutionizing financial planning for federal employees. Valor Wealth Partners is a veteran-owned business with an office in Washington, D.C. and serving clients virtually in 19 states. With over 24 years of experience providing financial planning guidance, Ed has helped hundreds of families navigate complex and emotional dilemmas. He combines decades of experience with personalized strategies to help clients meet their needs. By simplifying his comprehensive analysis into down-to-earth terms, he is able to help clients understand their situation and take positive actions. Helping people with their financial goals is a deeply personal mission for Ed. Early struggles with money led him to pursue a meaningful career guiding people through the financial planning process. As a Certified Financial Planner, Ed follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Ed develop extensive financial plans that hardworking people deserve. Ed’s devotion to the community is evident in the numerous charitable associations where he volunteers his time. He’s currently a captain for a team of cyclists in the annual Pan-Mass Challenge and is a two-time marathoner for the Leukemia and Lymphoma Society. He attributes his core values of integrity and attention to detail to his service with the U.S. Marines. We invite you to see our passion and knowledge on how your federal benefits can be maximized at our YouTube channel: https://www.youtube.com/c/FinancialPlanning4Feds

Government Employee
user avatar

Amanda L

Series 65

Haverhill, MA

Valor Wealth Partners

user avatar

Zubin K

Series 65

Washington, DC

Valor Wealth Partners

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")