Firm
Valor Wealth Partners
Washington, District of Columbia
Fee-only
Valor Wealth Partners at a glance
- One of 24 fee-only firms based in District of Columbia in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 156 individual clients, 45 of them high net worth.
- Its average account is about $200,000 (assets it manages divided by its 317 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Washington, District of Columbia |
|---|---|
| Website | valorwealthpartners.com |
| [email protected] | |
| Phone | (617) 648-2700 |
Valor Wealth Partners 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 $600 a year |
|---|---|
| Hourly | $450 an hour |
| Asset-based fee | 0.5% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"$600 annually ($50 monthly)" source
"$450 per hour if additional support is needed" source
"Access to Low AUM Fee - 0.50% Annually" source
"No Asset Minimums Required" 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 | $63 million |
| Individual clients | 111 |
| High-net-worth clients | 45 |
| Accounts managed | 317 |
| Employees | 4 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | June 30, 2026 |
| SEC record | CRD 315179 |