A complete list of active advisors currently associated with Valence Wealth
Warmer can help you find a great advisor at Valence Wealth or one who fits your needs even better.
Valence Wealth provides discretionary investment management and comprehensive wealth-management services to individuals and high-net-worth clients, including retirement account advice and financial planning. The firm constructs portfolios using low-cost mutual funds and ETFs, but may also include individual equities, independent managers, alternative investments, options/derivatives and digital assets when appropriate. The firm’s investment process emphasizes fundamental analysis and a predominantly long-term orientation while allowing shorter-term trading to meet client objectives; Valence conducts internal due diligence and ongoing monitoring of portfolios. Valence bills clients via flat annual fee tiers determined by service complexity (equity compensation, concentrated holdings, tax and estate coordination, business or liquidity events, and breadth of ongoing coordination) rather than charging a percentage of assets under management, and it generally acts on a discretionary basis with client-agreed limitations. Noteworthy features include its recent formation and that it currently reports no assets under management, the use of a non‑AUM-based flat-fee model that departs from the typical percentage-of-AUM approach, and the firm’s readiness to utilize a broad range of instruments and independent managers despite its small size. The brochure also discloses a material change: the firm voluntarily cancelled its insurance license in September 2026 and neither the firm nor its principal is licensed to sell insurance, and the firm maintains institutional relationships with custodians that provide software and other economic benefits.
To learn more about the advisors currently working at Valence Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 14
|
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