# Matthew Albritton

> Matthew Albritton is a fee-only financial advisor at Valor Financial Planning in Johnson City, Tennessee. Matthew focuses on tax planning and small business owners. Valor Financial Planning reports charging a percentage of assets, hourly fees and a subscription on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-albritton/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Valor Financial Planning
- **Based in:** Johnson City, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Subscription
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $777K across 43 accounts
- **Specialties:** Tax planning, Small business owners
- **Works with:** Early-career professionals
- **CRD:** 7517223 (https://adviserinfo.sec.gov/individual/summary/7517223)
- **SEC registration:** Investment adviser representative in TN, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://planwithvalor.com

## Frequently asked questions

### Is Matthew Albritton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Valor Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Matthew charge for financial advice?

Matthew's firm, Valor Financial Planning, reports charging a percentage of assets, hourly fees and a subscription on its SEC Form ADV.

### Where is Matthew Albritton based?

Matthew Albritton is based in Johnson City, Tennessee.

### What does Matthew specialize in?

Matthew's specialties include tax planning and small business owners. Matthew works with early-career professionals.

### Is Matthew Albritton registered with the SEC?

Yes. Matthew Albritton is registered as an investment adviser representative in TN and TX (CRD 7517223), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Valor Financial Planning manage?

Valor Financial Planning reports $777K across 43 accounts in assets under management.

### How do I contact Matthew Albritton?

Through Matthew's website, planwithvalor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7517223): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://planwithvalor.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.