Scott Kunz is a registered investment advisor at Valhalla Advisors LLC, based in Glendale, AZ, with 4 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 99 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $350K | 1.25% |
| $350K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
7055 W. Bell Rd, Suite B 20, Glendale, AZ, 85308
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Scott works as a tax preparer for H&R Block since 2022, completing and filing taxes. This takes about 10-20% of his time outside of trading hours.
Employment History
Current Registrations
Valhalla Advisors LLC
State Registrations1 state
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