Michael Distasio
Valor Advisers · Chicago, Illinois
Michael Distasio is a fee-only financial advisor at Valor Advisers in Chicago, Illinois. Michael focuses on retirement planning, tax planning and real estate investors. Valor Advisers reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Valor Advisers |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $1.7M across 94 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7119290 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | valoradvisers.com |
How Michael's firm compares
- Valor Advisers's average account is about $18,000, from its Form ADV (assets managed divided by 94 accounts).
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Questions about Michael
Is Michael Distasio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Valor Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Valor Advisers, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Michael Distasio based?
Michael Distasio is based in Chicago, Illinois.
What does Michael specialize in?
Michael's specialties include retirement planning, tax planning and real estate investors.
Is Michael Distasio registered with the SEC?
Yes. Michael Distasio is registered as an investment adviser representative in IL (CRD 7119290), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Valor Advisers manage?
Valor Advisers reports $1.7M across 94 accounts in assets under management.
How do I contact Michael Distasio?
Through Michael's website, valoradvisers.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 Advisers 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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