Valiant Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$15,000

“Depending upon the complexity of the situation and the needs of the client, the rate for financial planning is usually between $1,000 and $15,000.”

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

How Valiant Wealth, LLC bills

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

• “Advisory fees are paid quarterly in arrears and are based upon the total market value of assets in the client’s account(s) as of the last business day of the quarter.”
• “The client will be sent an invoice detailing the charges, and payment will be required within thirty (30) days.”
• “Because our advisory fees are charged in arrears, no refund policy is necessary.”

How Valiant Wealth, LLC’s fees compare

• Its flat or project fee of $1,000-$15,000 spans the Iowa median of $3,850. 74% of the 43 other Iowa planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in West Des Moines that publish a flat or project fee charge less.

About Valiant Wealth, LLC

• Firm size: 12 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

173

Employees

12

Works with

Individuals, high net worth individuals, pooled investment vehicles, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting

Assets managed

$423,078,536

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

146911

Website

linkedin.com/company/valiantwealth (opens in new tab)

Phone

(515) 223-6068

Can advise clients in 5 states: Florida, Georgia, Iowa, Tennessee, Texas

Other planners in West Des Moines that publish fees

• Boyle CapitalWest Des Moines$100⁠-⁠$300/hr
• BSC Capital Partners, LLCWest Des Moines$150⁠-⁠$350/hr, $500⁠-⁠$5,000
• Compass Financial ServicesWest Des Moines$250/hr
• Foster Group, Inc.West Des Moines$600/qtr
• Gilbert & Cook, Inc.West Des Moines$350/hr
• Iowa Wealth Management, LLCWest Des Moines$270/hr

Compare all 17 planners in West Des Moines