Valtinson Bruner Financial Planning LLC is a large advisory firm based in New Brighton. It manages $161.51 million of regulatory assets for 1,078 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Arizona, California, Colorado, and 5 other states.
Valtinson Bruner Financial Planning provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Valtinson Bruner Financial Planning LLC is $161.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Valtinson Bruner Financial Planning LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Valtinson Bruner Financial Planning is individuals with 624 clients and $93.6 million of assets under management. Among the 10 most similar advisory firms, Valtinson Bruner Financial Planning has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $161.51 million for 678 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Valtinson Bruner Financial Planning doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Valtinson Bruner Financial Planning LLC performs its advisory services is located at 388 Cleveland Ave Sw, New Brighton, MN 55112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 651-628-9832 or by fax 651-633-6566. The normal business hours are 8:30 to 5:30 on Monday - Friday. You can find more information about the New York firm at linkedin.com/in/valtinson-bruner-and-young-financial-group-723214a2/.