Ed Smith
Valor Wealth Partners · Washington, District of Columbia
Ed Smith is a fee-only financial advisor at Valor Wealth Partners in Washington, District of Columbia, who holds the CFP and MBA credentials. Ed charges a percentage of assets, a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $600 a year and $450 an hour) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Ed →
Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
Facts
| Firm | Valor Wealth Partners |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee · Hourly · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $600 a year · $450 an hour · 0.5% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $63.5M across 317 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in DC, FL, MA, MD, NC, NH, SC, TX, VA · CRD 4091288 |
| Exams passed | Series 66 (2000) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | valorwealthpartners.com |
| Profile |
How Ed's firm compares
- Ongoing planning starts at $600 a year, below the US median of $4,500 for fee-only firms that publish prices.
- The hourly rate is $450, above the US median of $300 for fee-only firms that publish prices.
- Valor Wealth Partners's average account is about $200,000, from its Form ADV (assets managed divided by 317 accounts).
Request an introduction to Ed
Tell Ed a little about what you're looking for. Ed isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ed
Is Ed Smith a fee-only financial advisor?
Yes. Ed Smith is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ed's firm.
How does Ed charge for financial advice?
Ed charges a percentage of assets, a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee.
How much does Ed charge?
According to Valor Wealth Partners's website, checked October 28, 2026: ongoing planning from $600 a year; $450 an hour; 0.5% a year on the first tier of assets managed; no asset minimum.
Where is Ed Smith based?
Ed Smith is based in Washington, District of Columbia.
What does Ed specialize in?
Ed's specialties include retirement planning, tax planning, estate & legacy planning, student loans and pension planning. Ed works with early-career professionals, pre-retirees and retirees.
What credentials does Ed Smith hold?
Ed Smith holds the CFP and MBA credentials.
Is Ed Smith registered with the SEC?
Yes. Ed Smith is registered as an investment adviser representative in DC, FL, MA, MD, NC, NH, SC, TX and VA (CRD 4091288), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Valor Wealth Partners manage?
Valor Wealth Partners reports $63.5M across 317 accounts in assets under management.
How do I contact Ed Smith?
Through Ed's website, valorwealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Valor Wealth Partners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.