Valentine Wealth Management
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About
Valentine Wealth Management serves individual clients — including high-net-worth households — as well as corporate plan sponsors. The firm provides investment management, comprehensive financial planning, retirement plan consulting and management, and offers educational seminars and speaking engagements for groups.
The firm follows a fiduciary, goal‑based process that emphasizes an investment policy, asset allocation and largely passive implementations using publicly traded funds and securities; investment management is typically discretionary and delivered in conjunction with ongoing financial planning. It also supports “held‑away” accounts (for example, workplace retirement accounts and variable annuities) through a third‑party order management solution and aggregates those assets for monitoring and fee calculations, with custody services provided via a major institutional custodian.
Several operational features distinguish the firm from many peers: it provides limited‑scope ERISA 3(21) retirement plan services and runs educational workshops in addition to client advisory work, and the principal operates an affiliated fractional CFO and business‑consulting entity that can lead to cross‑referrals (clients are not required to use both). The firm is relatively small in scale, operating with two advisors and a compact client base, which shapes how it structures ongoing planning, plan services, and seminar offerings.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Project-Based Financial Planning Services typically range from $250 to $25,000; fees for Educational Seminars typically range from $1,000 to $5,000 per event; Ongoing Financial Planning Services charge a fixed monthly fee between $330 and $2,000
$0 - $500,000: 1.25% $500,001 - $2,000,000: 0.75% $2,000,001+: 0.40%
$250 per hour for Project-Based Financial Planning Services
Ongoing Financial Planning Services charged as recurring fixed monthly fees typically ranging from $330 to $2,000
Minimum fee: Minimum annual fee of $4,000 for Investment Management Services; minimum may be waived or lowered at firm's discretion Fee-only: Firm is fee-only; all compensation is from client fees, no commissions or sales-related compensation
Main office
Seymour IN
Advisors at this office
2
Most active in
Indiana
Also doing business as
Valentine Wealth Management · Valentine Wealth Management LLC · Valentine Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Benjamin K
CFP®, Series 66
Seymour, IN
Valentine Wealth Management
Benjamin Kuhlman is a CFP® and holds a Series 66 license with one year of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., and has prior experience at Cummins and Purdue University. Outside of his advisory role, he is associated with Forman Investment Services, a support company in Columbus, IN. Valentine Wealth Management serves individual clients, including high-net-worth households, and corporate plan sponsors by offering investment management, financial planning, and retirement plan consulting. The firm follows a fiduciary, goal-based process with an emphasis on asset allocation and passive investment strategies, alongside educational seminars and limited-scope ERISA 3(21) retirement plan services.
Logan V
CFP®
Seymour, IN
Valentine Wealth Management
At Valentine Wealth Management, we provide comprehensive financial planning and investment management for professionals, business owners, and retirees who want clarity and confidence with their money. As an independent, fee-only fiduciary financial advisor, our advice is designed to serve your best interests, not sell products. Whether you're planning for retirement, managing equity compensation, or navigating major financial decisions, we help you build a strategy that aligns your wealth with your life goals. Working with the right financial advisor can simplify your financial life and build a clear path toward financial independence. Schedule a complimentary discovery meeting to discuss your goals and see if working with a CFP® professional makes sense.
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