PlannerFees

Valor Wealth Partners fees and pricing

Financial planner in Washington, District of Columbia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 30, 2026, Valor Wealth Partners charges $450 an hour, a flat or project fee of $2,500⁠-⁠$7,000, a monthly fee of $50, and an annual fee of $600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$450/hr
“Prorated fees are based on our hourly rate of $450.”
Flat or project fee
$2,500⁠-⁠$7,000
“The cost to create the initial plan is between $2,500 and $7,000.”
Monthly fee
$50/mo
“Partnership Up to $12,000 annually (up to $1000 monthly) Membership $600 annually ($50 monthly) $450 per hour if additional support is needed Partnership.”
Annual fee
$600/yr

From the same sentence as above.

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

How Valor Wealth Partners bills

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

  • “The annual fees are paid in arrears on a quarterly basis, and are based on the average daily balance over the previous quarter.”
  • “Fees are not negotiable, however, VWP may lower fees for friends and family.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Valor Wealth Partners’ fees compare

  • Its hourly rate of $450 is above the District of Columbia median of $298. 73% of the 11 other District of Columbia planners that publish an hourly rate charge less.
  • 7 of the 10 other planners in Washington that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$7,000 spans the District of Columbia median of $4,750. 40% of the 10 other District of Columbia planners that publish a flat or project fee charge less.
  • 3 of the 9 other planners in Washington that publish a flat or project fee charge less.

About Valor Wealth Partners

“We offer investment management and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate 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
1.25% a year
Clients
156
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$63,452,474
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
315179
Website
fedchat.buzzsprout.com (opens in new tab)
Phone
(617) 648-2700

Can advise clients in 9 states: District of Columbia, Florida, Massachusetts, Maryland, North Carolina, New Hampshire, South Carolina, Texas, Virginia

Other planners in Washington that publish fees

Compare all 18 planners in Washington

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.