Breton Tagg
Verum Partners · Charlotte, North Carolina
Breton Tagg is a fee-only financial advisor at Verum Partners in Charlotte, North Carolina, who holds the CFP credential. Verum Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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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 | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6604670 |
| Exams passed | Series 65 (2022) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | verumpartnership.com |
How Breton'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 Breton
Is Breton Tagg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Breton holds no broker registration, and Verum Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Breton charge for financial advice?
Breton's firm, Verum Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Breton Tagg based?
Breton Tagg is based in Charlotte, North Carolina.
What credentials does Breton Tagg hold?
Breton Tagg holds the CFP credential.
Is Breton Tagg registered with the SEC?
Yes. Breton Tagg is registered as an investment adviser representative in NC (CRD 6604670), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verum Partners manage?
Verum Partners reports $1.01B across 1,560 accounts in assets under management.
How do I contact Breton Tagg?
Through Breton's website, verumpartnership.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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