Jeffrey Guy
Verdura Wealth Management · Novi, Michigan
Jeffrey Guy is a fee-only financial advisor at Verdura Wealth Management in Novi, Michigan, who holds the CFP credential. Verdura Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Verdura Wealth Management |
|---|---|
| Based in | Novi, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $10.8M across 56 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 4614128 |
| Exams passed | Series 63 (2003) · Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jeffrey's firm compares
- Verdura Wealth Management's average account is about $192,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Jeffrey
Is Jeffrey Guy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Verdura Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Verdura Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Guy based?
Jeffrey Guy is based in Novi, Michigan.
What credentials does Jeffrey Guy hold?
Jeffrey Guy holds the CFP credential.
Is Jeffrey Guy registered with the SEC?
Yes. Jeffrey Guy is registered as an investment adviser representative in MI and TX (CRD 4614128), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verdura Wealth Management manage?
Verdura Wealth Management reports $10.8M across 56 accounts in assets under management.
How do I contact Jeffrey Guy?
Contact details aren't on file yet. Search for Verdura Wealth Management.
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
- 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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