Valor Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
Fee options
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.
$0+: 1.25% annually (stand-alone Investment Management) $0+: 0.50% annually (Investment Management with Ongoing Planning discount)
$450 per hour for additional financial planning support beyond fixed services.
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
Forms ADV
Quick links
Advisors at this firm
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