# Edward Hoppe

> Edward Hoppe is a fee-only financial advisor at Verus Financial Partners in Richmond, Virginia, who holds the CFP and PFS credentials. Edward 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.

Page: https://find.wellspent.co/advisors/edward-hoppe/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $1.18B across 1,935 accounts
- **Credentials:** CFP, PFS
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4865237 (https://adviserinfo.sec.gov/individual/summary/4865237)
- **SEC registration:** Investment adviser representative in TX, VA
- **Firm size:** 21 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.verusfinancialpartners.com

## Frequently asked questions

### Is Edward Hoppe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edward 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 Edward charge for financial advice?

Edward charges a percentage of assets.

### How much does Edward 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 Edward Hoppe based?

Edward Hoppe is based in Richmond, Virginia.

### What does Edward specialize in?

Edward's specialties include retirement planning and tax planning. Edward works with retirees and pre-retirees.

### What credentials does Edward Hoppe hold?

Edward Hoppe holds the CFP and PFS credentials.

### Is Edward Hoppe registered with the SEC?

Yes. Edward Hoppe is registered as an investment adviser representative in TX and VA (CRD 4865237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### 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 Edward Hoppe?

Through Edward's website, www.verusfinancialpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4865237): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.verusfinancialpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.