Firm
Valkyrie Finance, LLC
Appleton, Wisconsin
Fee-only
Valkyrie Finance, LLC at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 22 individual clients, 1 of them high net worth.
- Its average account is about $381,000 (assets it manages divided by its 22 accounts).
- Its ongoing planning fee starts at $900 a year, below the Wisconsin median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Appleton, Wisconsin |
|---|---|
| Website | valkyriefinance.com |
Valkyrie Finance, LLC 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 $900 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
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 | $8 million |
| Individual clients | 21 |
| High-net-worth clients | 1 |
| Accounts managed | 22 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 313178 |