Firm
Valor Wealth Management
Fridley, Minnesota
Fee-only
Valor Wealth Management at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 40 individual clients.
- Its average account is about $373,000 (assets it manages divided by its 40 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Fridley, Minnesota |
|---|---|
| Phone | (612) 269-5127 |
Valor Wealth Management fees
Valor Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $15 million |
| Individual clients | 40 |
| Accounts managed | 40 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 285936 |
Advisors at this firm (1)
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