A complete list of active advisors currently associated with Valor Financial Planning
Warmer can help you find a great advisor at Valor Financial Planning or one who fits your needs even better.
The firm provides comprehensive financial planning and discretionary investment management to individuals, high‑net‑worth individuals, charitable organizations, and businesses, and also offers project‑based and hourly consulting for more limited engagements. It additionally prepares individual federal and state tax returns for both advisory clients and non‑clients and serves as a limited‑scope ERISA 3(21) fiduciary for employer retirement plans. The firm’s investment approach is predominantly passive and long‑term, building diversified portfolios using low‑cost mutual funds and ETFs while emphasizing asset allocation, asset location, and tax efficiency; it may use model portfolios or individual securities when appropriate. All managed assets are handled on a discretionary basis and employer‑sponsored retirement accounts are evaluated and managed as part of each client’s overall portfolio. What is noteworthy relative to peers is the firm’s use of a flat monthly planning fee (a subscription‑style arrangement) for ongoing planning, an arrangement the brochure highlights as part of its fee options and that is uncommon among independent advisors. The brochure also discloses potential conflicts tied to offering tax preparation to non‑clients, describes specialized services such as ongoing student‑loan support and limited‑scope ERISA plan advice, and notes operational choices—such as executing trades individually rather than block aggregating—and that the principal performs outside bookkeeping and adjunct teaching roles that occupy a portion of their time.
To learn more about the advisors currently working at Valor Financial Planning, 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 |
|---|---|---|
Johnson City, TN
| 3
|
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