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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-12-2024
- Office Locations
- 1
Office Locations
About Valor Financial Planning
Valor Financial Planning is a fee-only, founder-led advisory firm serving young professionals, families, and business owners. The firm provides comprehensive financial planning alongside investment management, tax planning, risk management, estate and retirement planning, business/transaction guidance, and charitable giving strategies. Investment approach emphasizes disciplined, diversified portfolios and tax-efficient implementation, including ETFs and mutual funds; custody includes Altruist.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Matthew Edward Albritton
Chief Compliance Officer, Founder
- CRD
- #7517223
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $777,437 | -- |
| Non-Discretionary | $0 | -- |
| Total | $777,437 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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