Firm
Valoria Wealth Management
Cooper City, Florida
Fee-only
Valoria Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 8 individual clients, 2 of them high net worth.
- Its average account is about $597,000 (assets it manages divided by its 8 accounts).
- Its ongoing planning fee starts at $7,200 a year, above the Florida median of $4,200.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Cooper City, Florida |
|---|---|
| Website | valoriawealth.com |
| [email protected] | |
| Phone | (305) 740-1660 |
Valoria 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 $7,200 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Flat fee · Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"flat annual fee of $7,200 , billed quarterly." source
"All new client relationships begin with a one-time $500 onboarding fee" source
"1.00% on assets up to" source
"comprehensive financial planning is provided for a flat annual fee of $7,200 , billed quarterly." 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 | $5 million |
| Individual clients | 6 |
| High-net-worth clients | 2 |
| Accounts managed | 8 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 16, 2026 |
| SEC record | CRD 329346 |