Valiant Financial Planning, LLC

Overview

Valiant Financial Planning, LLC is an independent RIA focused on financial planning and portfolio management for individuals and small businesses. The firm’s investment activity shows a clear tilt toward publicly traded equities, with portfolio allocations favoring exchange-traded securities. Fee arrangements are flexible: clients may be charged a percentage of assets under management, hourly fees, or fixed fees depending on the engagement. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser or pension consultant. The practice operates with an owner-led structure and targets individual and family clients rather than institutional allocators. Its advisory services emphasize ongoing financial planning alongside discretionary portfolio management, which accounts for the bulk of its reported assets.

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Public Holdings

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Location & Offices