Philip
Wallin
Valeo Financial Advisors, LLC
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About this Advisor
Philip Wallin is a certified financial planner who works in Carmel, Indiana, with a total of 4 years of relevant experience. Wallin is an employee of Valeo Financial Advisors, LLC. Their career trajectory has included roles at Heritage Wealth Advisors, Verus Financial Partners, W Financial, LLC, Keiter and Valeo Financial Advisors. Wallin is approved to work in Indiana, Texas and Virginia. Valeo Financial Advisors, LLC is a firm based out of Carmel, IN. It has offices in four locations and a total of 161 people on staff. It handles $7 billion in assets under management among its 15,757 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises eight charitable organizations. Of its 15,757 accounts, 76% belong to high-net-worth investors who have more than $1 million in assets available to invest. Valeo Financial Advisors, LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on the services offered. Fee types charged by Valeo Financial Advisors, LLC most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valeo Financial Advisors, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$7,103,709,028
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
161
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
15,757
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$450,829
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Philip Wallin Work History
Philip has been registered as a financial advisor for 4 years.*
Valeo Financial Advisors
Keiter
W Financial, LLC
Verus Financial Partners
Heritage Wealth Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Philip Wallin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valeo Financial Advisors, LLC
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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