Value Financial Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Value Financial Partners provides discretionary asset management to individuals, high net worth individuals, trusts, small businesses and estates, and offers financial planning at no additional cost to asset-management clients. The firm registered in 2025 and reported no assets under management or client accounts as of December 31, 2025.
The firm’s investment approach is grounded in modern portfolio theory and a passive, buy-and-hold strategy, typically implemented with index funds and ETFs, and it generally operates with discretionary trading authority. Client accounts are custodied on an institutional Schwab platform and are reviewed at least quarterly for suitability, allocation, and rebalancing needs.
Noteworthy aspects include that the firm’s principal maintains a senior actuarial and finance governance role outside the advisory business, devoting roughly 90% of their time to that employer while retaining responsibility for supervision and compliance. The firm does not vote client proxies—clients receive and vote their own proxies—and generally requires a $500,000 account minimum, which may be lowered or waived at the firm’s discretion.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.15% $5,000,001+: 1.00%
Account minimum: $500,000
Main office location
Value Financial Partners LLC
Dover MA, United States
Number of offices
1
Most active in
Value Financial Partners LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")