# Valiant Financial Planning, LLC

> Valiant Financial Planning, LLC is a state-registered investment advisory firm in Kirkland, WA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 333280
- Filed as: VALIANT FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kirkland, WA
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333280
- AdvisorCensus page: https://advisorcensus.com/firm/valiant-financial-planning-llc-kirkland-wa-333280

## Quick answers

**How is Valiant Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Valiant Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Valiant Financial Planning, LLC located?**
Valiant Financial Planning, LLC's principal office is in Kirkland, WA, according to its Form ADV.

**Is Valiant Financial Planning, LLC registered with the SEC or a state?**
Valiant Financial Planning, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333280.

**How much does Valiant Financial Planning, LLC manage?**
Valiant Financial Planning, LLC reports $22,100,594 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**What types of clients does Valiant Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (9).

**Does Valiant Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333280

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $22,100,594
- Discretionary: $22,100,594
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $8,584,955 |
| High net worth individuals | 9 | $13,515,639 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- valiantfp.com
- Facebook @Valiant.Financial.Planning
- LinkedIn @valiant-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valiant Financial Planning, LLC (CRD 333280): Form ADV filing data as of October 2026.