Zubin Kapur
Valor Wealth Partners · Washington, District of Columbia
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.
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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 7897981 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | valorwealthpartners.com |
| Profile |
How Zubin'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).
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Questions about Zubin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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.
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