Our Fee Structure

Transparent, Fee-Only Financial Planning Designed for High-Income Earners

At Valentine Wealth Management, we believe financial advice should be simple, transparent, and aligned with your best interests.

As a fee-only financial advisor, we do not earn commissions or sell products. Our only compensation comes directly from our clients, which allows us to provide objective, fiduciary, tax-efficient financial advice focused entirely on your goals.

  • Minimum Annual Fee: $4,000

  • Maximum Annual Fee: $15,000*

  • AUM-based fee structure in between

Once your assets exceed approximately $1.7 million, your fee is capped—making us a cost-effective option for high-net-worth individuals seeking ongoing financial planning and investment management.

This hybrid model combines the benefits of a flat fee financial advisor with a lower barrier to entry of traditional AUM pricing - without the excessive costs often associated with large portfolios.

*Subject to discretionary annual inflation adjustments.

See If You’re On Track for Retirement

If you’re a high-income earner or within 10–15 years of retirement, we can help you build a more tax-efficient, coordinated financial plan.

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