# Zubin Kapur

> Zubin Kapur is a fee-only financial advisor at Valor Wealth Partners in Washington, District of Columbia, who holds the CFP and MBA credentials. Zubin 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.

Page: https://find.wellspent.co/advisors/zubin-kapur/
Built from public directory listings; last checked April 21, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $63.5M across 317 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Student loans, Pension planning
- **Works with:** Early-career professionals, Pre-retirees, Retirees
- **CRD:** 7897981 (https://adviserinfo.sec.gov/individual/summary/7897981)
- **SEC registration:** Investment adviser representative in DC, FL, MA, MD, NC, NH, SC, TX, VA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://valorwealthpartners.com

## Frequently asked questions

### Is Zubin Kapur a fee-only financial advisor?

Yes. Zubin Kapur is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Zubin's firm.

### How does Zubin charge for financial advice?

Zubin 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 Zubin 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 Zubin Kapur based?

Zubin Kapur is based in Washington, District of Columbia.

### What does Zubin specialize in?

Zubin's specialties include retirement planning, tax planning, estate & legacy planning, student loans and pension planning. Zubin works with early-career professionals, pre-retirees and retirees.

### What credentials does Zubin Kapur hold?

Zubin Kapur holds the CFP and MBA credentials.

### Is Zubin Kapur registered with the SEC?

Yes. Zubin Kapur is registered as an investment adviser representative in DC, FL, MA, MD, NC, NH, SC, TX and VA (CRD 7897981), 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 Zubin Kapur?

Through Zubin's website, valorwealthpartners.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48590): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.valorwealthpartners.com/): specialties, clients served, and fees, checked October 28, 2026

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