Valkyrie Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Since fees are paid in arrears, no refund will be needed upon termination of the account. ff on at en fi om and ee fi fi 8 em It Wrap Fee Programs Project-Based Financial Planning Project-Based Financial Planning engagements are o ered at an hourly rate of $350 per hour.”

Monthly fee

$200⁠-⁠$700/mo

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $200 - $700 per month, based on complexity and needs of the Client.”

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

How Valkyrie Financial bills

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

• “The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Valkyrie Financial’s fees compare

• Its hourly rate of $350 is above the Wisconsin median of $300. 61% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 5 of the 6 other planners in Appleton that publish an hourly rate charge less.

About Valkyrie Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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

Clients

22

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

$8,390,931

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313178

Website

valkyriefinance.com (opens in new tab)

Phone

(920) 309-6917

Other planners in Appleton that publish fees

• Avaii Wealth Management, LLCAppleton$150⁠-⁠$300/hr, $5,000⁠-⁠$30,000/yr
• Gateway Wealth Partners, LLCAppleton$400/hr, $15,000
• Kolash Wealth Strategies, LLCAppleton$210/hr, $200⁠-⁠$5,000
• Kom Wealth Management Group, LLCAppleton$125⁠-⁠$400/hr, $1,250⁠-⁠$14,000/yr
• Mcglone Suttner Wealth Management, Inc.Appleton$250/hr
• Professional Financial Management, Inc.Appleton$250/hr, $1,500

Compare all 17 planners in Appleton