Matthew Albritton
Valor Financial Planning · Johnson City, Tennessee
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.
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Specialties
Who they serve
- Early-career professionals
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 |
| Assets under management | $777K across 43 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 7517223 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | planwithvalor.com |
| Profile |
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Questions about Matthew
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.
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
- Valor Financial Planning 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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