VALOR FINANCIAL SERVICES, LLC
SEC RegisteredA Commonsense Approach To Wealth Management
About the firm
Valor Financial Services is a fiduciary wealth management firm that focuses on satisfying client needs without the conflicts of selling commission-based investment products. Their fees are directly linked to the performance of client portfolios. Their goal is to guide clients to financial independence through wealth creation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Valor Financial Services offers custom portfolio management, retirement income planning, tax harvesting strategies, estate planning, trust services, education planning, and comprehensive financial planning.
Who they serve
Clients seeking financial independence through wealth creation, including those with retirement income, education planning, estate planning, and investment management needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,629 | $185M |
| High Net Worth Individuals | 46 | $88M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of January 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VALOR FINANCIAL SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.