Valuetree Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Valuetree Financial LLC provides investment management and comprehensive financial planning primarily for individual and high‑net‑worth clients. The firm develops individualized investment policies and offers ongoing portfolio supervision and periodic plan reviews tailored to each client’s goals and circumstances.
The firm’s core investment approach is passive, index‑based portfolio construction using low‑cost funds with the ability to tilt toward small‑cap or value exposures and to hold select individual securities or alternative assets when appropriate. For certain clients VTF engages unaffiliated subadvisers to implement tax‑advantaged separately managed strategies—including tax‑aware long/short allocations—while retaining overall fiduciary responsibility, and it offers optional participation in a custodial securities‑lending program for eligible accounts.
Notable features for a small, solo adviser include an outsourced chief compliance function provided by an independent compliance firm and a formal subadvisory relationship to access institutional tax‑advantaged strategies not commonly available at this scale. The firm also structures financial planning as an ongoing engagement with an initial onboarding component, does not aggregate client trades into block orders, and delegates proxy voting to clients.
Client services
Expertise
Fee options
Up to $2,000 upfront charge for Comprehensive Financial Planning depending on complexity and needs.
$0 - $100,000: 1.00% $100,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Ongoing Comprehensive Financial Planning fee ranging from $2,400 to $12,000 per year paid monthly or quarterly in arrears.
Account minimum: $50,000
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
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
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