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VALOR FINANCIAL PLANNING
VALOR FINANCIAL PLANNING, LLC
CRD 331837
700 SWADLEY RD, JOHNSON CITY, TN, 37601, United States
Phone
423-268-0973
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$777K
Discretionary AUM
$777K
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Subscription fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $777K |
All web addresses on file
Official SEC filing: View on IAPD