A complete list of active advisors currently associated with Valiant Financial Planning, LLC

Warmer can help you find a great advisor at Valiant Financial Planning, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Valiant Financial Planning, LLC, 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.