Valentine Wealth Management
Seymour, Indiana
Valentine Wealth Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 48 individual clients, 13 of them high net worth.
- Its average account is about $132,000 (assets it manages divided by its 277 accounts).
- Its ongoing planning fee starts at $4,000 a year, above the Indiana median of $3,500.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Seymour, Indiana |
|---|---|
| Website | valentinewm.com |
| [email protected] | |
| Phone | (812) 201-1653 |
Questions about Valentine Wealth Management
How much does Valentine Wealth Management charge?
Valentine Wealth Management publishes these prices: ongoing planning: from $4,000 a year. We found this on its website, checked October 28, 2026.
Does Valentine Wealth Management have an account minimum?
No. Valentine Wealth Management says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Valentine Wealth Management paid?
Valentine Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Valentine Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Valentine Wealth Management, and 2 hold the CFP.
What is the average account at Valentine Wealth Management?
Valentine Wealth Management's average account is about $132,000. That's the assets on its Form ADV divided by its 277 accounts.
What does Valentine Wealth Management specialize in?
Valentine Wealth Management's advisors and website list tax planning, retirement planning and small business owners.
Is Valentine Wealth Management accepting new clients?
Yes, according to Valentine Wealth Management's website, checked October 28, 2026.
Does Valentine Wealth Management work with clients virtually?
Yes. Valentine Wealth Management's website says it works with clients virtually.
Valentine Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,000 a year |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Minimum Annual Fee: $4,000" source
"We do not have a minimum asset level requirement to become a client." source
"Minimum Annual Fee: $4,000" source
"Most clients pay an annual advisory fee based on the assets we manage" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $37 million |
| Individual clients | 35 |
| High-net-worth clients | 13 |
| Accounts managed | 277 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 23, 2026 |
| SEC record | CRD 330269 |
Advisors at this firm (2)
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