Valor Advisers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Valor Advisers provides investment management, financial planning and retirement-plan consulting to individual investors and employer plan sponsors. The firm’s Comprehensive Portfolio Management and standalone planning engagements can include individual stocks, bonds, ETFs, options, mutual funds and other public and private investments.
The firm uses a mix of cyclical, fundamental and technical analysis and implements strategies ranging from long-term holdings to short-term trading and options-based approaches, including covered-call writing. Accounts are monitored and rebalanced as needed, and the brochure emphasizes the additional risks that options and other derivatives can introduce when used in client portfolios.
Noteworthy aspects include a subscription-style billing option for ongoing financial planning in addition to traditional asset-based fees, and the explicit use of options and derivatives within managed accounts. Valor Advisers also discloses related activities — representatives act as insurance agents and provide tax-preparation and corporate planning services (such as cost-segregation and entity-structure analysis) — which the firm identifies and manages as potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning flat fees start at $500; retirement plan consulting flat fees up to $75,000 annually
Up to $190/hour for financial planning and consulting; hourly rates may apply for retirement plan consulting
Ongoing financial planning monthly fees of $99 or $149 based on household income
Account minimum: $1,000 Fee-only: Financial planning flat fees start at $500 up to $5,000; ongoing plans initial fees $350 or $450 plus monthly fees $99 or $149; hourly fee up to $190/hour; retirement plan consulting flat fees up to $75,000 annually
Main office
5919 W. Montrose Ave
Chicago IL 60634
Advisors at this office
1
Most active in
Illinois
Also doing business as
Mad Wealth LLC · Valor Advisers · Valor Advisers LLC Dba Valor Advisers · Valor Advisers, 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 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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)