Brian Welch
Verus Financial Partners · Richmond, Virginia
Brian Welch is a fee-only financial advisor at Verus Financial Partners in Richmond, Virginia, who holds the CFP credential. Brian charges a percentage of assets (1% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Verus Financial Partners |
|---|---|
| Based in | Richmond, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.18B across 1,935 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 5446627 |
| Exams passed | Series 65 (2008) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.verusfinancialpartners.com |
| Profile |
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Questions about Brian
Is Brian Welch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Verus Financial 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 charges a percentage of assets.
How much does Brian charge?
According to Verus Financial Partners's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Brian Welch based?
Brian Welch is based in Richmond, Virginia.
What does Brian specialize in?
Brian's specialties include retirement planning and tax planning. Brian works with retirees and pre-retirees.
What credentials does Brian Welch hold?
Brian Welch holds the CFP credential.
Is Brian Welch registered with the SEC?
Yes. Brian Welch is registered as an investment adviser representative in TX and VA (CRD 5446627), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verus Financial Partners manage?
Verus Financial Partners reports $1.18B across 1,935 accounts in assets under management.
How do I contact Brian Welch?
Through Brian's website, www.verusfinancialpartners.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
- Verus Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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