A complete list of active advisors currently associated with Valora Planning

Warmer can help you find a great advisor at Valora Planning or one who fits your needs even better.

Valora Planning LLC is a fee‑only registered investment adviser that offers financial planning and investment management to individuals, high‑net‑worth clients, and corporations or other businesses. Its wealth management services combine continuous discretionary portfolio supervision with comprehensive financial planning work that can address cash flow, retirement, college savings, business planning, insurance, and estate considerations. The firm describes its investment process as grounded in Modern Portfolio Theory and favors passive investment management using stocks, bonds, mutual funds, and ETFs, with portfolios constructed around asset allocation targets and risk tolerance. Clients typically grant limited discretionary trading authority, receive quarterly account reviews, and — at the client’s election — obtain a written financial plan at no additional fee as part of the wealth management engagement. Noteworthy for a newly registered adviser reporting no assets and no active SEC‑registered advisors, the firm nonetheless offers discretionary portfolio management for individuals alongside written financial planning services and requires client accounts to be custodied at Charles Schwab’s institutional platform. The brochure also discloses an outside, non‑investment business activity of the firm’s principal and a potential related‑party client relationship, which the firm identifies as a potential conflict of interest.

To learn more about the advisors currently working at Valora 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
Alex Suarez	De Pere, WI	2

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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.

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