VALOR FINANCIAL PLANNING

VALOR FINANCIAL PLANNING of JOHNSON CITY, TN is an SEC-registered investment adviser (CRD 331837). Regulatory assets under management: $777K.

Registration

• CRD: 331837
• Type: Registered investment adviser
• Location: 700 SWADLEY RD, JOHNSON CITY, TN, 37601
• Phone: 423-268-0973
• Latest filing: 2026-02-23
• Regulatory AUM: $777K
• Discretionary AUM: $777K
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM, Hourly, Subscription.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331837 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search