Valuetree Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,421,638
Clients
20
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$471,082
About
Valuetree Financial LLC is a state-registered independent advisory firm that provides discretionary portfolio management and comprehensive financial planning for individual and high‑net‑worth clients. The firm reports approximately $9.4 million in discretionary assets under management and serves about 20 clients, delivering tailored investment policies and ongoing account supervision.
The firm’s investment approach is primarily passive, building portfolios with index mutual funds and ETFs and weighting asset classes to achieve desired correlation, risk, and return; it also incorporates occasional tilts toward small‑ and value‑oriented equity indexes and may use allocations to individual stocks or alternative assets to complement the passive core. Clients receive individualized investment policy statements and periodic reviews, and the adviser generally has discretionary authority to implement the agreed strategy.
Noteworthy aspects include a principal with a technology and finance background and prior senior engineering experience in the technology sector, which contributes to a process‑oriented, analytical practice and a boutique client roster. Valuetree recommends Charles Schwab as custodian, receives soft‑dollar benefits through custodian relationships, and structures its financial planning as an onboarding engagement with an ongoing retainer and the option to negotiate bundled pricing when clients engage multiple services.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General retirement planning
Fee options
Up to $2,000 upfront for comprehensive financial planning, plus ongoing fees from $2,400 to $12,000 per year
$0 - $100,000: 1.00% $100,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Account minimum: $50,000
Main office location
Valuetree Financial LLC
Austin TX, United States
Number of offices
1
Most active in
Valuetree Financial LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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