Enrique Figueroa
Veritas Wealth Partners · San Mateo, California
Enrique Figueroa is a fee-only financial advisor at Veritas Wealth Partners in San Mateo, California, who holds the CFP credential. Veritas Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Veritas Wealth Partners |
|---|---|
| Based in | San Mateo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $150.7M across 123 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2575310 |
| Exams passed | Series 63 (1995) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.veritaswp.com |
How Enrique's firm compares
- Veritas Wealth Partners's average account is about $1.2 million, from its Form ADV (assets managed divided by 123 accounts).
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Questions about Enrique
Is Enrique Figueroa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Enrique holds no broker registration, and Veritas Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Enrique charge for financial advice?
Enrique's firm, Veritas Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Enrique Figueroa based?
Enrique Figueroa is based in San Mateo, California.
What credentials does Enrique Figueroa hold?
Enrique Figueroa holds the CFP credential.
Is Enrique Figueroa registered with the SEC?
Yes. Enrique Figueroa is registered as an investment adviser representative in CA and TX (CRD 2575310), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Veritas Wealth Partners manage?
Veritas Wealth Partners reports $150.7M across 123 accounts in assets under management.
How do I contact Enrique Figueroa?
Through Enrique's website, www.veritaswp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Mateo
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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