Compensation
COMPENSATION METHODS
Fee OnlyCOMPENSATION CONSIDERATIONS
There is no fee for discussing your situation. I do not receive,any compensation from any company. I am a fee only Advisor based on assets under management. I do not charge for Financial Planning if you are a client.
Minimums
HOUSEHOLD INCOME MINIMUM
No MinimumInvestable Asset Minimum
No MinimumGeneral
Patrick Valenty is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Planning Unlimited in Las Vegas, NV and the surrounding communities.
Financial Advisor Overview
In addition to being a Registered investment Advisor and Certified Financial Planner I am a fiduciary responsible for placing client interests first. I sell no products or charge commissions. I have no account minimums. I have been extremely successful in building client wealth from the ground up. A common sense approach to building wealth.
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Financial Advisor Experience
I have over 21 years of knowledge as an Investment Adviser and Financial Planner. I integrate client investments with long term financial planning. I have extensive experience in providing assistance/counseling while attending AARP conferences, local City Financial Planning Days and other Investment Seminars. My Newsletters are forwarded to many non-client investors and have been instrumental in changing the way other Advisors develop their business.
Financial Advisor Certifications
Securities Registrations or Exam Qualifications
7, 63, 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
