Value Financial Advisers, Inc.

Value Financial Advisers, Inc. (CRD# 107321) is a financial advisory firm headquartered in Denver, CO. They manage $99,865,587 in 235 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $424,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, TX

Financial Advisors at Value Financial Advisers, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
William H. Connors
CRD#: 1404313
9185 East Kenyon Avenue, Suite 250, Denver, CO 80237
93
Wealthminder
score

William Connors (CRD# 1404313) is an Investment Advisor Representative working at Value Financial Advisers, Inc. in Denver, CO and has over 26 years of experience in the finance industry.

2
Scott Taylor
CRD#: 869457
9185 East Kenyon Avenue, Suite 250, Denver, CO 80237
93
Wealthminder
score

Scott Taylor (CRD# 869457) is an Investment Advisor Representative working at Value Financial Advisers, Inc. in Denver, CO and has over 33 years of experience in the finance industry.

3
Phillip H. Connors
CRD#: 5491567
9185 E. Kenyon Ave. Ste 250, Denver, CO 80237
89
Wealthminder
score

Phillip Connors (CRD# 5491567) is an Investment Advisor Representative working at Value Financial Advisers, Inc. in Denver, CO and has over 4 years of experience in the finance industry.

4
William C. Mason
CRD#: 1036748
9185 East Kenyon Avenue, Suite 250, Denver, CO 80237
76
Wealthminder
score

William Mason (CRD# 1036748) is an Investment Advisor Representative working at Value Financial Advisers, Inc. in Denver, CO and has over 35 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.