Fee-only adviser · Bethlehem, PA
Valence Financial
Valence Financial is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bethlehem, Pennsylvania. On its latest Form ADV, filed September 10, 2026, it reports 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 343167 · SEC file 801-137471 |
| Office | 306 S New ST. Suite 110 Bethlehem, PA 18042 |
| Phone | (908) 386-2709 |
| Website | www.valence.financial |
| Regulatory assets under management | Not reported |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bethlehem
- O'Hagan Group, Inc. $1.2B
- Liberty Square Wealth Partners LLC $568M
- Tiller Private Wealth, Inc. $730M
- Keyvantage Wealth Advisors $339M
- Rowan Financial LLC $26M
See all 6 fee-only advisers in Bethlehem →
Nearby
- Center Valley 4 firms
- Nazareth 1 firm
- Allentown 5 firms
- Orefield 1 firm
- Macungie 1 firm
- Alpha 1 firm
- Mertztown 1 firm
- Perkasie 1 firm
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