Fees

An independent fee-only Registered Investment Advisor (RIA) is committed to trust, transparency, and putting your interests first. With client-focused loyalty, we offer unbiased financial guidance tailored to your unique needs.

As a fee-only firm, we are only paid by our clients—not by vendors or products. This transparent model keeps our focus strictly on your interests.

Asset Under Management (AUM) fee

An Asset Under Management (AUM) fee transparently charges a percentage of total managed assets for financial planning and investment management services.

Our transparent AUM fee clearly outlines your service costs, so you can confidently focus on your financial goals.

Our fee schedule is listed below.

Our managed asset minimum is $1,000,000.

Exceptions to the minimum are made at our discretion.

Contact Us

Call/Text: 469-480-7904
Email: info@valinorwealth.net

Home Office
5851 Legacy Circle
6th Floor
Plano, TX 75024

Mailing Address
5900 Balcones Drive
#26458
Austin, TX 78731

Disclaimer

This website is not an offer or solicitation in any jurisdiction in which the firm is not registered. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. The services, securities and financial instruments described on this website may not be suitable for you, and not all strategies are appropriate at all times. Investments involve risk and are not guaranteed. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases.

Valinor Wealth Management is a U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor . Registration does not imply a certain level of skill or training. Information about the firm including the Customer Relationship Summary is available on the SEC’s website at www.adviserinfo.sec.gov. Information about our privacy policy is located here.