{
  "crd_number": 297866,
  "slug": "valtinson-bruner-financial-planning-new-brighton-mn-297866",
  "primary_business_name": "VALTINSON BRUNER FINANCIAL PLANNING",
  "legal_name": "VALTINSON BRUNER FINANCIAL PLANNING LLC",
  "dbas": [],
  "city": "New Brighton",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-08-13",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-16",
  "carried_forward": false,
  "raum_total": 712000000.0,
  "raum_discretionary": 510100000.0,
  "raum_non_discretionary": 201900000.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 337300000.0,
      "count": 1800
    },
    "investment_companies": {
      "raum": 300000.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 373300000.0,
      "count": 185
    },
    "corporations_other_businesses": {
      "raum": 1100000.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IA",
    "MN",
    "TX",
    "VA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/VALTINSONBRUNER",
    "https://linkedin.com/in/valtinson-bruner-financial-planning-723214a2",
    "https://twitter.com/VBFINSERVICES?LANG=EN",
    "https://valtinsonfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297866",
  "disclosure_items": [
    {
      "item": "11.A(1)",
      "question": "In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?"
    },
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "NEW BRIGHTON",
  "url": "https://advisorcensus.com/firm/valtinson-bruner-financial-planning-new-brighton-mn-297866",
  "display_name": "Valtinson Bruner Financial Planning",
  "summary": "Valtinson Bruner Financial Planning is an SEC-registered investment advisory firm in New Brighton, MN, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 16, 2026.",
  "citation": "AdvisorCensus. Valtinson Bruner Financial Planning (CRD 297866): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Valtinson Bruner Financial Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Valtinson Bruner Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Valtinson Bruner Financial Planning charge?",
      "a": "Its Form ADV Part 2A brochure dated February 16, 2026 states: Hourly rate: $400 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Valtinson Bruner Financial Planning located?",
      "a": "Valtinson Bruner Financial Planning's principal office is in New Brighton, MN, according to its Form ADV."
    },
    {
      "q": "Is Valtinson Bruner Financial Planning registered with the SEC or a state?",
      "a": "Valtinson Bruner Financial Planning is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297866."
    },
    {
      "q": "How much does Valtinson Bruner Financial Planning manage?",
      "a": "Valtinson Bruner Financial Planning reports $712,000,000 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (72% discretionary)."
    },
    {
      "q": "How have Valtinson Bruner Financial Planning's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Valtinson Bruner Financial Planning: Regulatory assets under management: $358,653,739 in the October 2021 data and $712,000,000 in the October 2026 data, up 99%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Valtinson Bruner Financial Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,800); high net worth individuals (185); investment companies (4)."
    },
    {
      "q": "Which custodians does Valtinson Bruner Financial Planning use?",
      "a": "Valtinson Bruner Financial Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Valtinson Bruner Financial Planning report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.A(1) (felony conviction or plea in the past ten years) and 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297866"
    },
    {
      "q": "Does Valtinson Bruner Financial Planning state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 16, 2026 says: \"VBFP requires a minimum of $ 250,000 to open an account. In certain instances, the minimum account size may be lowered or waived.\""
    },
    {
      "q": "What changed in Valtinson Bruner Financial Planning's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $603,700,000 to $712,000,000 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 358653739.0,
      "total_employees": 8,
      "filing_date": "2021-02-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 409939763.0,
      "total_employees": 8,
      "filing_date": "2022-02-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 448426486.0,
      "total_employees": 8,
      "filing_date": "2023-09-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 478100000.0,
      "total_employees": 10,
      "filing_date": "2024-09-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 603700000.0,
      "total_employees": 10,
      "filing_date": "2025-06-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 712000000.0,
      "total_employees": 11,
      "filing_date": "2026-02-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $603,700,000 to $712,000,000 (+18%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $400 an hour (Financial Planning Services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "VBFP requires a minimum of $ 250,000 to open an account. In certain instances, the minimum account size may be lowered or waived."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 an hour (Financial Planning Services)"
        ],
        "quotes": [
          "Financial Planning Services are offered based on an hourl y fee of $ 400 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 400.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning Services"
        }
      ]
    },
    "quotes": [
      "VBFP requires a minimum of $ 250,000 to open an account. In certain instances, the minimum account size may be lowered or waived.",
      "Financial Planning Services are offered based on an hourl y fee of $ 400 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/valtinson-bruner-financial-planning-new-brighton-mn-297866.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1800,
      "fewer_than_5": false,
      "raum": 337300000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 185,
      "fewer_than_5": false,
      "raum": 373300000.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 4,
      "fewer_than_5": false,
      "raum": 300000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 1100000.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297866",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}