Valor Investments and Planning LLC

RIAState Registered

Total AUM

$97.9M

Discretionary

$97.9M

100% of AUM

Avg account

$94.9K

Accounts

1,032

Employees

Advisory reps

Firm details

Headquarters: Easton, Pennsylvania
CRD number: 323129
Registered since: September 30, 2022
Website: www.valoradvisor.com
Custodians: CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO., MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals65.94%
HNWI25.95%
Pension & Profit Sharing Plans6.91%
Charitable Organizations0.7%
State / Municipal Government0.49%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Valor Investments and Planning LLC is an independent, state-registered advisory firm that serves both individual/family and institutional clients. The firm functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its billing model includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. Valor is registered to operate in Florida, New Jersey, and Pennsylvania and does not position itself as an active ESG investor. Valor maintains industry relationships beyond pure advisory work: it lists affiliations with other investment advisers, an insurance company, and a real estate broker, reflecting a hybrid set of referral and execution channels that support its service mix.