Services & Pricing

Valor Wealth Partners is a Fee-Only Financial Planning Firm

No Commissions

No Sales Incentives

No Asset Minimums

The financial planning industry is struggling to match fair compensation to advisors with generating value for clients. Valor Wealth Partners has designed fee structures that allow each family or individual to control the level of service they feel accurately meets their needs. We believe our unique structure allows the highest level of cost transparency and prevents the conflicts of interest that arise from more typical methodologies. Our philosophy is to only charge a fee when there is a value transfer and to do that, we need to first have a thorough understanding of your most important goals and concerns. Fees are always quoted to you before you sign on as a client, so there are no hidden fees.

Common Financial Planning Topics Simplified

Fee-Only Fiduciary Model

Many advisors are still being paid by companies for the products they sell clients. This creates a conflict of interest on who benefits most from the transaction. As a fee-only wealth advisory firm, our advice is independent from the solutions we may recommend. Valor Wealth Partners does not accept commissions from the sale of any investment, insurance, or banking products. Our only compensation is from you, our client. Because of this fiduciary responsibility to our clients, we are able to offer the most suitable advice to meet your unique financial needs. Please review the Fiduciary Oath that all employees must sign.

Explore Our Unique Programs

Before we decide to work together, let’s chat about your unique financial circumstances and goals. We’ll give you honest feedback about where you are with regard to your goals and if we think we can help you achieve them. You’ll have the chance to get to know us and decide if we're the right partner to help you. You can schedule your FREE consultation now.

If we decide to work together, we offer 3 programs to help you on your path to financial success.

  1. For most clients, the starting point is developing an Initial Financial Plan to map out major goals and concerns as we go forward.
  2. Once we know what you want to achieve, our Ongoing Service helps guide you and keep you accountable as financial obstacles arise.
  3. Investment Management is an optional service for our clients so they can avoid the day-to-day hassles of portfolio management.
Initial Plan Development

Clarify, simplify, and organize your financial life.

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Ongoing Coaching and Monitoring

Ongoing coaching and monitoring to support your changing plan.

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Investment Management

Professional administration of your investment portfolios.

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Would You Like to Learn More?

Would You Like to Learn More?

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