Valentine Wealth Management fees and pricing
Financial planner in Seymour, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 23, 2026, Valentine Wealth Management charges $250 an hour, a flat or project fee of $250-$25,000, and a monthly fee of $330-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $250-$25,000
“Fixed fee rates typically range between $250 to $25,000, dependent upon variables including the specific needs of the client; the complexity of the client’s financial situation; the estimated time, research, and resources required to provide services to you; and other factors we deem relevant.”
- Monthly fee
- $330-$2,000/mo
“Ongoing Financial Planning Services For our Ongoing Financial Planning Services, we charge a recurring fixed monthly fee typically ranging from $330 to $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Valentine Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “The annual advisory fee is paid monthly or quarterly in arrears based on the average daily balance of the client’s account(s).”
How Valentine Wealth Management’s fees compare
- Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
- Its flat or project fee of $250-$25,000 spans the Indiana median of $5,000. 90% of the 84 other Indiana planners that publish a flat or project fee charge less.
About Valentine Wealth Management
“We offer Investment Management, Financial Planning, Retirement Plan Consulting, and Retirement Plan Management Services.”
- Principal: Logan Valentine
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $4,000 minimum fee (stated in brochure)
- Clients
- 48
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $36,651,656
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330269
- Phone
- (812) 329-0902
Other planners in Seymour that publish fees
- Salt Light Investing for the GoodSeymour$1,000-$5,000
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.