Jessica Rusnock
Verity Investment Partners · Beaufort, South Carolina
Jessica Rusnock is a fee-only financial advisor at Verity Investment Partners in Beaufort, South Carolina, who holds the CFP credential. Jessica focuses on retirement planning, physicians & residents and founders (pre-exit). Verity Investment Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jessica →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Physicians
- Founders
- Divorced individuals
Facts
| Firm | Verity Investment Partners |
|---|---|
| Based in | Beaufort, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.40B across 1,101 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5809853 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.verityvip.com |
Request an introduction to Jessica
Tell Jessica a little about what you're looking for. Jessica isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jessica
Is Jessica Rusnock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Verity Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica's firm, Verity Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jessica Rusnock based?
Jessica Rusnock is based in Beaufort, South Carolina.
What does Jessica specialize in?
Jessica's specialties include retirement planning, physicians & residents and founders (pre-exit). Jessica works with retirees, pre-retirees, physicians, founders and divorced individuals.
What credentials does Jessica Rusnock hold?
Jessica Rusnock holds the CFP credential.
Is Jessica Rusnock registered with the SEC?
Yes. Jessica Rusnock is registered as an investment adviser representative in CO (CRD 5809853), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verity Investment Partners manage?
Verity Investment Partners reports $1.40B across 1,101 accounts in assets under management.
How do I contact Jessica Rusnock?
Through Jessica's website, www.verityvip.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
- Verity Investment 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.
See something wrong? Request a correction. Read our methodology.