Valor Financial Planning fees and pricing
Financial planner in Johnson City, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Valor Financial Planning charges a flat or project fee of $1,000-$3,000 and a monthly fee of $100-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$3,000
“The total fee for a one-time full financial plan typically ranges from $1,000 to $3,000 based on complexity.”
- Monthly fee
- $100-$500/mo
“Our ongoing financial planning fee is a flat monthly fee ($100-$500) based on the complexity of the engagement, time involved, etc.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Valor Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee can be negotiable and is paid in arrears on a monthly basis.”
- “Financial planning fees can be directly debited from client cash accounts, or the client may choose to pay by check, credit card, debit card, or electronic funds transfer through AdvicePay.”
- “Accounts initiated or terminated during a billing cycle will be charged a prorated fee based on the amount of days in the month the accounts are under Valor Financial Planning’s management.”
How Valor Financial Planning’s fees compare
- Its flat or project fee of $1,000-$3,000 is below the Tennessee median of $3,000. 30% of the 89 other Tennessee planners that publish a flat or project fee charge less.
About Valor Financial Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 43
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $777,437
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331837
- Phone
- (423) 268-0973
Other planners in Johnson City that publish fees
- Allied InvestmentsJohnson City$150/hr, Up to $2,500
- BCS Wealth Management, LLCJohnson City$100-$550/hr
- Lake Park AdvisorsJohnson City$175/hr
- Roan Capital PartnersJohnson City$200/hr
- Worthwhile WealthJohnson City$250/hr, $1,250-$10,000/yr
- Worthwhile Wealth CouncilJohnson City$250/hr, $250/qtr
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.