Value Financial Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Value Financial Advisers serves primarily individual and high‑net‑worth clients, providing discretionary and non‑discretionary portfolio management as well as financial planning and wealth‑preservation services. The firm’s team of advisers manages roughly $105 million across about 200 client relationships and typically tailors accounts across stocks, bonds, ETFs, mutual funds, options and cash.
Investment decisions are guided by a long‑term, fundamental approach that rejects market timing and automated models; an internal Investment Committee reviews and must approve securities prior to purchase. The firm uses third‑party platforms for account administration and reporting, and generally recommends Schwab as custodian while requiring a $100,000 minimum for managed accounts with some exceptions.
A noteworthy aspect of the firm is that several of its investment adviser representatives also operate as registered representatives of a broker‑dealer and as insurance agents, a combination that is uncommon among similar advisory teams and can lead to additional commission‑based compensation. The brochure discloses these dual roles and describes policies and disclosures intended to address the resulting conflicts of interest.
Client services
Expertise
Fee options
Financial planning fees may be negotiated as flat fees based on estimate of time to complete work
up to 1.50% annually, negotiable based on account size, complexity, and other factors
Certain Investment Adviser Representatives (IARs) are registered representatives of a broker-dealer and may receive commissions for effecting securities transactions; however, the Firm itself does not accept compensation for new sales of securities or investment products.
Financial planning fees negotiated based on hourly rate; fees vary based on complexity and extent of services
Account minimum: $100,000 Fee-only: Investment management fees based on annual percentage of assets under management (up to 1.50%), billed quarterly in advance; financial planning fees negotiated hourly rate or flat fee
Main office
See office1406 Spring Fest Ln
Orlando FL 32828
Advisors at this office
1
Offices (2)
Most active in
Colorado
Also doing business as
Omnivest Financial Services Inc · Value Financial Advisers, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Scott T
Series 63, Series 66
Denver, CO
Value Financial Advisers, Inc.
Scott Taylor is a financial advisor at Value Financial Advisers, Inc. in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Value Financial Advisers since 2012. Value Financial Advisers serves primarily individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and wealth-preservation services. The firm employs a long-term, fundamental investment approach and manages approximately $105 million across about 200 client relationships.
William M
CFA®, Series 63
Denver, CO
Value Financial Advisers, Inc.
William Mason is a CFA® charterholder with 27 years of industry experience, currently serving at Value Financial Advisers, Inc. in Denver, CO, where he has worked since 1990. He holds the Series 63 designation and is part of a four-advisor team. Value Financial Advisers primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning and wealth-preservation services. The firm follows a long-term, fundamental investment approach and manages approximately $105 million across about 200 client relationships.
Phillip C
Series 66
Orlando, FL
Value Financial Advisers, Inc.
Phillip Connors is a financial advisor at Value Financial Advisers, Inc. with 15 years of industry experience. He holds the Series 66 designation and previously worked for Leigh Baldwin & CO., LLC for 10 years. Outside of his advisory role, he has engaged in part-time work as a delivery driver. Value Financial Advisers primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management along with financial planning and wealth-preservation services. The firm applies a long-term, fundamental investment approach with Committee oversight for securities approval.
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