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They include 158 individual clients, 149 high-net-worth individuals, and 26 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Valued Wealth Advisors offer?","answer":"Valued Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Valued Wealth Advisors charge?","answer":"Valued Wealth Advisors charges up to 2.00% a year for its Asset Management. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Valued Wealth Advisors use?","answer":"Valued Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $336M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Valued Wealth Advisors have?","answer":"Valued Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Valued Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Valued Wealth Advisors’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 5% other, 3% exchange-traded equities, 3% U.S. government and agency bonds, 3% pooled vehicles (private funds and similar), 1% non-exchange-traded equities and 1% cash and equivalents. The 5% other category is described as: Non-Traded Reits, Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Valued Wealth Advisors?","answer":"Valued Wealth Advisors is owned through a holding company by Richard Wagner. Its direct owner is Balanced Advisors, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Valued Wealth Advisors get paid?","answer":"Valued Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Valued Wealth Advisors registered with the SEC?","answer":"Yes, Valued Wealth Advisors has been registered with the SEC as an investment adviser since 27 October 2021. Its CRD number is 316746 and its SEC file number is 801-122564.","source":"Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Valued Wealth Advisors?","answer":"Valued Wealth Advisors’ main office is at 3115 East Lion Lane, Suite 160, Holladay, UT 84121. Its phone number is 801-484-6004. 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