# Valiant Financial Planning

Valiant Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/valiant-financial-planning

## Regulatory record

- **CRD number:** 333280
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333280

## About

Valiant Financial Planning, LLC is a state-registered investment adviser in Kirkland, WA. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What investment approach does Valiant Financial Planning use?

The firm's investment methodology is not publicly disclosed. Independent planning practices of this type commonly blend passive indexing, mutual fund or ETF allocation, and occasionally individual security selection, though Valiant's specific approach cannot be confirmed without primary-source documentation.

### Who owns and operates Valiant Financial Planning?

Principal ownership is not publicly disclosed. Independent advisory practices structured as LLCs are commonly owned and operated by one or two lead advisors, often the namesake(s) of the firm, though Altss has not identified specific named principals for this entity.

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- [Three Oaks Partners Investment Counsel](https://altss.com/profile/three-oaks-partners-investment-counsel-llc)
- [Cool Wealth Management](https://altss.com/profile/cool-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/valiant-financial-planning-llc

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