V
Value Resources Financial Group, 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 Resources Financial Group, LLC provides portfolio management, pension consulting (including written pension plan work for retirement plans such as 401(k)s) and financial planning to individuals, high‑net‑worth investors and pension or profit‑sharing plans. The firm prepares Investment Policy Statements and tailored consulting plans as part of its ongoing advisory and plan‑design services.
VRFINGROUP employs a blend of analytical methods — including fundamental, quantitative, technical, charting, cyclical analysis and modern portfolio theory — and implements both long‑ and short‑term trading strategies, at times using margin and short sales. The firm combines asset‑based investment management with fixed‑fee project work and hourly billing for planning and consulting, and states it seeks fair allocation of limited investment opportunities among clients.
The firm is affiliated with an accounting practice (Value Resources CPAS, P.C.), and the brochure discloses that the principal may offer clients accounting services while noting clients are not required to use those services and conflicts will be disclosed. VRFINGROUP’s emphasis on pension consulting, its willingness to bill hourly for planning work, and the fact that it currently reports no assets under management and does not exercise investment discretion distinguish it from many peers in the investment‑manager category.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Fee options
Financial planning and pension consulting plans: $2,000 - $6,000 (negotiable)
$0 - $499,999: 2.00% $500,000 - $1,999,999: 1.75% $2,000,000 - $9,999,999: 1.50% $10,000,000+: 1.00%
$350 per hour (negotiable)
Main office location
Value Resources Financial Group, LLC
1741 Third Street
Norco CA 92860, United States
Number of offices
1
Most active in
Value Resources Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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