Valor Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Valor Wealth Partners serves individual and high-net-worth clients with fee-only investment management and comprehensive financial planning. The firm provides discretionary portfolio management, ongoing planning engagements and makes non‑compensated referrals to third‑party professionals such as attorneys or tax advisors.
VWP constructs individually tailored portfolios using a blend of passive and active strategies and applies fundamental, technical, cyclical and charting analysis when selecting funds and securities. Account supervision is guided by client objectives, risk tolerance and time horizon; clients grant limited discretionary authority and may impose reasonable written restrictions on security or sector investments.
Distinctive features include a dedicated Fed Report package and self‑guided virtual workshops focused on federal employee benefits, plus a public YouTube channel that generates ad revenue. The firm’s financial planning onboarding is structured around five 90‑minute meetings to build an initial plan, and it offers tiered ongoing planning (Partnership and Membership) with ongoing‑planning clients receiving reduced advisory pricing and additional service access.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fed Report package: $500 for individuals, $750 for couples; Virtual Workshops: $50 per individual.
$0+: 1.25% annually (standard advisory fee for stand-alone Investment Management services) $0+: 0.50% annually (discounted fee for Investment Management when participating in Ongoing Planning services)
Hourly financial planning services at $450 per hour; $450 per hour for additional support under Membership ongoing planning.
Ongoing Planning Membership: $600 annually ($50 monthly); Partnership ongoing planning fees up to $12,000 annually (up to $1,000 monthly).
Fee-only: Financial planning services charged as fixed fees between $2,500 and $7,000 for Initial Plan Development; ongoing planning fixed fees up to $12,000 annually (Partnership) or $600 annually (Membership) plus $450 per hour for additional support.
Main office
See office1200 G St NW, Suite 800
Washington DC 20005
Advisors at this office
2
Offices (2)
Most active in
District of Columbia · Florida · Maryland · Massachusetts · New Hampshire · North Carolina · South Carolina · Texas · Virginia
Also doing business as
Valor Wealth Partners · Valor Wealth Partners, 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:
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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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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.
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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
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