Adam Vaal
Vaal Financial · Indianapolis, Indiana
Adam Vaal is a fee-only financial advisor at Vaal Financial in Indianapolis, Indiana, who holds the ChFC credential. Adam charges a percentage of assets and an ongoing planning fee (ongoing planning from $300 a year and 1.3% a year on the first tier of assets managed) and focuses on small business owners and retirement planning.
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Specialties
Who they serve
- Retirees
- Early-career professionals
Facts
| Firm | Vaal Financial |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $300 a year · 1.3% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $968K across 13 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in IN · CRD 6117952 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.vaalfinancial.com |
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Questions about Adam
Is Adam Vaal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Vaal Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam charges a percentage of assets and an ongoing planning fee.
How much does Adam charge?
According to Vaal Financial's website, checked October 30, 2026: ongoing planning from $300 a year; 1.3% a year on the first tier of assets managed.
Does Adam work with clients virtually?
Yes. Vaal Financial says on its website that it works with clients remotely.
Where is Adam Vaal based?
Adam Vaal is based in Indianapolis, Indiana.
What does Adam specialize in?
Adam's specialties include small business owners and retirement planning. Adam works with retirees and early-career professionals.
What credentials does Adam Vaal hold?
Adam Vaal holds the ChFC credential.
Is Adam Vaal registered with the SEC?
Yes. Adam Vaal is registered as an investment adviser representative in IN (CRD 6117952), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vaal Financial manage?
Vaal Financial reports $968K across 13 accounts in assets under management.
How do I contact Adam Vaal?
Through Adam's website, www.vaalfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Vaal Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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