Valiant Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,100,594
Clients
33
27% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
HighAverage account size
$669,715
About
Valiant Financial Planning, LLC provides fee-only financial planning and discretionary investment management to individual clients, including high-net-worth households, through comprehensive and project-based engagements. Services include written financial plans, ongoing portfolio supervision, and referrals to third‑party specialists, with compensation derived solely from client fees rather than commissions.
The firm constructs customized asset allocation strategies that blend passive and active investments and are informed by Modern Portfolio Theory, manager and fund analysis, and each client’s stated goals and risk tolerance. For managed accounts the sole advisor typically operates with limited discretionary authority, favors multi‑year holdings but may employ short‑term trades when appropriate, and monitors clients’ plans on an ongoing basis.
Notable aspects that distinguish the firm include a tiered, fixed annual fee schedule tied to even‑million AUM thresholds that is reset each December and locked for the following year (with conversion to hourly billing if asset levels decline), rather than a continuously applied percentage of assets. The firm is a single‑advisor practice with roughly $22.1 million in AUM across a small client base, recommends use of a specific institutional custodian platform that provides integrated tools, does not furnish separate performance reporting beyond custodian statements, and is led by a CFP®/ChFC‑credentialed advisor who maintains an insurance license but does not sell insurance products to clients.
Client services
Financial planning
Portfolio management
Expertise
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $249,999.99: Hourly at $400/hour $250,000 - $499,999.99: $4,200 annually (1.68%) $500,000 - $999,999.99: $6,300 annually (1.26%) $1,000,000 - $1,999,999.99: $8,400 annually (0.84%) $2,000,000 - $2,999,999.99: $12,000 annually (0.60%) $3,000,000 - $3,999,999.99: $14,400 annually (0.48%) $4,000,000 - $4,999,999.99: $16,800 annually (0.42%) $5,000,000 - $5,999,999.99: $19,200 annually (0.384%) $6,000,000 - $6,999,999.99: $19,200 annually (0.32%) $7,000,000 - $7,999,999.99: $21,600 annually (0.308%) $8,000,000 - $8,999,999.99: $21,600 annually (0.27%) $9,000,000 - $9,999,999.99: $24,000 annually (0.266%) $10,000,000+: $24,000 annually (0.24%)
$400 per hour for Project-Based Financial Planning and hourly billing if AUM falls below $250,000 or if fixed fee exceeds 2.00% of AUM
Fee-only: Comprehensive Financial Planning Services charged as flat annual fees based on tiered schedule; Project-Based Financial Planning Services at $400/hour (negotiable)
Main office location
Valiant Financial Planning, LLC
Kirkland WA, United States
Number of offices
1
Most active in
Valiant Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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