# Valor Investments and Planning LLC

> Valor Investments and Planning LLC is a state-registered investment advisory firm in Easton, PA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 323129
- Filed as: VALOR INVESTMENTS AND PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Easton, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323129
- AdvisorCensus page: https://advisorcensus.com/firm/valor-investments-and-planning-llc-easton-pa-323129

## Quick answers

**How is Valor Investments and Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Valor Investments and Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Valor Investments and Planning LLC located?**
Valor Investments and Planning LLC's principal office is in Easton, PA, according to its Form ADV.

**Is Valor Investments and Planning LLC registered with the SEC or a state?**
Valor Investments and Planning LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323129.

**How much does Valor Investments and Planning LLC manage?**
Valor Investments and Planning LLC reports $97,900,873 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Valor Investments and Planning LLC's assets and staff changed since 2022?**
In the Form ADV data for Valor Investments and Planning LLC: Regulatory assets under management: $0 in the October 2022 data and $97,900,873 in the October 2026 data. Total employees: 9 in October 2022 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Valor Investments and Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (222); high net worth individuals (13); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does Valor Investments and 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/323129

## 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: $97,900,873
- Discretionary: $97,900,873
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 222 | $64,560,706 |
| High net worth individuals | 13 | $25,405,215 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $6,760,852 |
| Charitable organizations | Fewer than 5 | $682,544 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $476,740 |
| Corporations or other businesses not listed above | Fewer than 5 | $14,816 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- valoradvisor.com
- Facebook @Valor-Investments-Planning
- LinkedIn @valor-investments-and-planning

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 9 | August 31, 2022 |
| October 2026 | $97,900,873 | 10 | March 27, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $97,900,873 in the October 2026 data.
Total employees: 9 in October 2022 and 10 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valor Investments and Planning LLC (CRD 323129): Form ADV filing data as of October 2026.