Valtrion Capital Management, LLC fees and pricing
Financial planner in Franklin, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Valtrion Capital Management, LLC charges a flat or project fee of $10,000 and an annual fee of $995-$9,995 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“The flat fees will not exceed $10,000.”
- Annual fee
- $995-$9,995/yr
“Our Core Categories Solo Plan Family Plan Retirement Plan Executive Plan Entrepreneur Elite Plan Page | 10 Annual Fee Annual flat fee of $995 Annual flat fee of $1,995 Annual flat fee of $4,495 Annual flat fee of $4,995 Annual flat fee of $9,995 © MarketCounsel 2026 Disclosure Brochure Investment Management Fees…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Valtrion Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
- “Unless otherwise noted, the annualized fee will be billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the last day of the previous month.”
- “The Firm bills on cash unless otherwise stated.”
How Valtrion Capital Management, LLC’s fees compare
- Its flat or project fee of $10,000 is above the Tennessee median of $3,000. 88% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- 11 of the 14 other planners in Franklin that publish a flat or project fee charge less.
- Its annual fee of $995-$9,995 spans the Tennessee median of $7,250. 43% of the 35 other Tennessee planners that publish an annual fee charge less.
- 1 of the 4 other planners in Franklin that publish an annual fee charge less.
About Valtrion Capital Management, LLC
“However, VCM may provide standalone financial planning and consulting services separate from or in addition to our five types of plans.”
- Firm size: 6 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $1,500 minimum fee (stated in brochure)
- Clients
- 188
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $287,305,351
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318048
- Phone
- (833) 856-2088
Can advise clients in 9 states: Alaska, Arkansas, Arizona, California, Colorado, Florida, New Jersey, Tennessee, Texas
Other planners in Franklin that publish fees
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Arrow AllianceFranklin$2,500, $500-$25,000/mo
- Beacon Capital Management, LLCFranklin$250-$500/hr, $1,200-$10,000
- Cap Partners, LLCFranklin$100-$500/hr, $500-$5,000
- Efinancial Alliance, LLCFranklin$295/hr, $5,000-$10,000
- Goto Financial Advisory LLCFranklin$200/hr, $975
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.