Interwise

Valued Wealth Advisors, LLC, operating as Interwise, is a financial advisory firm based in Holladay, Utah. Established in 2021, the firm offers a range of investment advisory services to individuals and various client types, including asset management and financial planning. As a fiduciary, the firm is committed to acting in the best interest of its clients. Interwise provides tailored investment strategies, including the use of individual stocks, bonds, ETFs, and mutual funds, with a focus on risk tolerance and financial goals. The firm offers Asset Management services with a maximum annual fee of 2.00%, billed quarterly based on account value. Additionally, Interwise provides Complimentary Financial Planning and Standalone Financial Planning & Consulting services on a flat fee basis. The firm has implemented Tamarac's platform services and offers financial planning services to clients engaged in Asset Management. Investment Adviser Representatives are Registered Representatives of Chauner Securities, Inc. Interwise does not charge performance-based fees and requires a minimum account balance of $500,000 for Asset Management services, with exceptions at the firm's discretion. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure. Clients are encouraged to review the Brochure for detailed information on the firm's services, fees, and investment strategies.