Brian Ager
Verum Partners · Charlotte, North Carolina
Brian Ager is a fee-only financial advisor at Verum Partners in Charlotte, North Carolina. Verum Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Brian →
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 |
| SEC registration | Investment adviser representative in NC · CRD 8058273 |
| Exams passed | Series 65 (2025) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | verumpartnership.com |
How Brian's firm compares
- Verum Partners's average account is about $650,000, from its Form ADV (assets managed divided by 1,560 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
Is Brian Ager a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian 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 Brian charge for financial advice?
Brian's firm, Verum Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Ager based?
Brian Ager is based in Charlotte, North Carolina.
Is Brian Ager registered with the SEC?
Yes. Brian Ager is registered as an investment adviser representative in NC (CRD 8058273), 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 Brian Ager?
Through Brian'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.
See something wrong? Request a correction. Read our methodology.