Abby Bennett
Verum Partners · Charlotte, North Carolina
Abby Bennett is a fee-only financial advisor at Verum Partners in Charlotte, North Carolina, who holds the CExP and CFP credentials. Verum Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Executives
- Founders
- Pre-retirees
- Multi-generational families
Facts
| Firm | Verum Partners |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.01B across 1,560 accounts |
| Credentials | CExP · CFP |
| Firm size | 17 employees |
| Website | verumpartnership.com |
| Profile |
How Abby's firm compares
- Verum Partners's average account is about $650,000, from its Form ADV (assets managed divided by 1,560 accounts).
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Questions about Abby
Is Abby Bennett a fee-only financial advisor?
Yes. Abby Bennett is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Abby charge for financial advice?
Abby's firm, Verum Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Abby Bennett based?
Abby Bennett is based in Charlotte, North Carolina.
What credentials does Abby Bennett hold?
Abby Bennett holds the CExP and CFP credentials.
How much does Verum Partners manage?
Verum Partners reports $1.01B across 1,560 accounts in assets under management.
How do I contact Abby Bennett?
Through Abby's website, verumpartnership.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Verum Partners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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