Jaden Verrico
Ankerstar Wealth · Leander, Texas
Jaden Verrico is a fee-only financial advisor at Ankerstar Wealth in Leander, Texas. Jaden charges a percentage of assets, a flat fee or retainer and a one-time planning fee (one-time plans from $500 and 0.95% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Ankerstar Wealth |
|---|---|
| Based in | Leander, Texas |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | One-time plans from $500 · 0.95% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $146.1M across 881 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7504870 |
| Exams passed | Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.ankerstarwealth.com |
How Jaden's firm compares
- A one-time plan starts at $500, below the Texas median of $1,575 for fee-only firms that publish prices.
- Ankerstar Wealth's average account is about $166,000, from its Form ADV (assets managed divided by 881 accounts).
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Questions about Jaden
Is Jaden Verrico a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jaden holds no broker registration, and Ankerstar Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jaden charge for financial advice?
Jaden charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
How much does Jaden charge?
According to Ankerstar Wealth's website, checked October 30, 2026: one-time plans from $500; 0.95% a year on the first tier of assets managed.
Where is Jaden Verrico based?
Jaden Verrico is based in Leander, Texas.
What does Jaden specialize in?
Jaden's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
Is Jaden Verrico registered with the SEC?
Yes. Jaden Verrico is registered as an investment adviser representative in TX (CRD 7504870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ankerstar Wealth manage?
Ankerstar Wealth reports $146.1M across 881 accounts in assets under management.
How do I contact Jaden Verrico?
Through Jaden's website, www.ankerstarwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Leander
Other advisors in Texas who focus on retirement planning
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
- Ankerstar Wealth 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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