Eric Cortez
Verus Capital Partners · Hermosa Beach, California
Eric Cortez is a fee-only financial advisor at Verus Capital Partners in Hermosa Beach, California. Eric focuses on retirement planning, estate & legacy planning and tax planning. Verus Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Verus Capital Partners |
|---|---|
| Based in | Hermosa Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.29B across 7,289 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2545829 |
| Exams passed | Series 63 (1994) · Series 65 (1995) |
| Firm size | 68 employees |
| Disclosures | None reported |
| Website | www.veruscapitalpartners.com |
How Eric's firm compares
- Verus Capital Partners's average account is about $314,000, from its Form ADV (assets managed divided by 7,289 accounts).
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Questions about Eric
Is Eric Cortez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Verus Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Verus Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Cortez based?
Eric Cortez is based in Hermosa Beach, California.
What does Eric specialize in?
Eric's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Eric works with retirees.
Is Eric Cortez registered with the SEC?
Yes. Eric Cortez is registered as an investment adviser representative in CA (CRD 2545829), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verus Capital Partners manage?
Verus Capital Partners reports $2.29B across 7,289 accounts in assets under management.
How do I contact Eric Cortez?
Through Eric's website, www.veruscapitalpartners.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 Capital 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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