Valiant Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 333280
- Website
- valiantfp.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.16%
- Individuals38.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Valiant Financial Planning, LLC is a small, independent RIA formed as an LLC and state-registered in Washington. The firm is owned by an individual and targets individual and family clients with a boutique advisory model rather than acting as a capital allocator or multi-state advisory firm. It does not identify as an active ESG investor. Service delivery centers on comprehensive financial planning and discretionary portfolio management for individuals and small businesses. The firm employs a mix of billing approaches — percentage-of-AUM pricing alongside hourly and fixed-fee arrangements — which supports both ongoing investment relationships and project-based planning engagements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Investment Grade Corp Bonds18%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations