Valinor Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$350/hr

“If the Firm and the client agree that it will charge hourly fees then it will range from $100 to $350 per hour for the service.”

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

How Valinor Wealth Management bills

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

• “The IAS Fee will be billed quarterly in arrears on the first day of each calendar quarter based on the market value of the account on the last business day of the preceding calendar quarter.”
• “The Firm also maintains a system to track Client capital flows so that each quarter, Client Form ADV Part 2A 08-2026…………………………………….…...…………………………………….Page 4 accounts are billed or credited an IAS Fee based on the capital flow in or out of the Client account.”
• “The type and amount of any fee charged for one of these services is negotiable and is generally based on the complexity of the work involved.”

How Valinor Wealth Management’s fees compare

• Its hourly rate of $100-$350 spans the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
• 2 of the 15 other planners in Plano that publish an hourly rate charge less.

About Valinor Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Divorce

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% a year

Clients

25

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$678,292,600

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285212

Website

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

Phone

(469) 480-7904

Other planners in Plano that publish fees

• Astra Wealth Management GroupPlano$750/hr
• BDJ Wealth Management LLCPlano$15,000/yr
• Crescent Investment Solutions LLCPlano$500/yr
• Crestway Advisory GroupPlano$300/hr
• Gordon Oak Financial, LLCPlano$5,000⁠-⁠$10,000
• Insight Wealth PartnersPlano$2,500

Compare all 39 planners in Plano