Valoria Wealth Management LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“Our hourly rate is $300. 9 The final agreed upon fee will be outlined in your Advisory Contract.”

Flat or project fee

$500

“A flat fee of $500 is charged upon execution of the Advisory Agreement.”

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

How Valoria Wealth Management LLC bills

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

• “Fees are prorated for any partial billing period at the beginning or termination of the engagement.”
• “All fees are prorated for partial billing periods, including the initial and terminating periods.”
• “Fees are negotiable at the sole discretion of the Advisor.”

How Valoria Wealth Management LLC’s fees compare

• Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Florida median of $4,900. 2% of the 320 other Florida planners that publish a flat or project fee charge less.

About Valoria Wealth Management LLC

• Principal: Castillo Dominguez
• 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

• Tax planning

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

8

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

$4,777,000

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

329346

Website

valoriawealth.com (opens in new tab)

Phone

(305) 740-1660

Can advise clients in 2 states: California, Florida

Other planners in Cooper City that publish fees

• Crocker Capital, LLCCooper City$250/hr, $500⁠-⁠$3,000
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600

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