Valiant Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“If account values decline to a level where the fixed annual fee would exceed 2.00% of AUM, billing converts to an hourly arrangement at $400 per hour, with hours billed monthly for the services provided.”

Annual fee

$12,000/yr

“If a client has $2,000,000 on December 31, their annual fee is $12,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Valiant Financial Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Once established, the annual fee is locked in for the following calendar year and billed monthly in arrears.”
• “In the event of termination of any agreement, any prepaid but unearned fee will be prorated and refunded to the client and any completed deliverables of the project will be provided to the Client.”
• “The client will be billed for any earned but unpaid fees for the number of hours of work completed up to the date of termination based on our hourly rate.”

How Valiant Financial Planning, LLC’s fees compare

• Its hourly rate of $400 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
• 9 of the 11 other planners in Kirkland that publish an hourly rate charge less.
• Its annual fee of $12,000 is above the Washington median of $7,000. 78% of the 37 other Washington planners that publish an annual fee charge less.
• 3 of the 3 other planners in Kirkland that publish an annual fee charge less.

About Valiant Financial Planning, LLC

• Principal: Dwayne Reinike
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• 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

2% a year

Clients

33

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$22,100,594

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333280

Website

valiantfp.com (opens in new tab)

Phone

(425) 298-3988

Other planners in Kirkland that publish fees

• Abacus Financial PlanningKirkland$450/hr
• Compass Wealth AdvisorKirkland$150/hr, $500⁠-⁠$5,000
• Concepts Financial Services, LLCKirkland$250/hr
• Finomenon Investments LLCKirkland$300/hr, $950⁠-⁠$2,750/yr
• Gallo Lupo LLCKirkland$300/hr
• Kaizen Financial Advisors, LLCKirkland$500/hr

Compare all 19 planners in Kirkland