Joshua Garcia
Veritas Financial Consulting LLC · Monrovia, California
Joshua Garcia is a fee-only financial advisor at Veritas Financial Consulting LLC in Monrovia, California, who holds the CFP, MBA and MIM credentials. Veritas Financial Consulting LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Veritas Financial Consulting LLC |
|---|---|
| Based in | Monrovia, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $86.2M across 203 accounts |
| Credentials | CFP · MBA · MIM |
| SEC registration | Investment adviser representative in CA, LA, TX · CRD 5819452 |
| Exams passed | Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Joshua's firm compares
- Veritas Financial Consulting LLC's average account is about $425,000, from its Form ADV (assets managed divided by 203 accounts).
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Questions about Joshua
Is Joshua Garcia a fee-only financial advisor?
Yes. Joshua Garcia is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joshua's firm.
How does Joshua charge for financial advice?
Joshua's firm, Veritas Financial Consulting LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Garcia based?
Joshua Garcia is based in Monrovia, California.
What credentials does Joshua Garcia hold?
Joshua Garcia holds the CFP, MBA and MIM credentials.
Is Joshua Garcia registered with the SEC?
Yes. Joshua Garcia is registered as an investment adviser representative in CA, LA and TX (CRD 5819452), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Veritas Financial Consulting LLC manage?
Veritas Financial Consulting LLC reports $86.2M across 203 accounts in assets under management.
How do I contact Joshua Garcia?
Contact details aren't on file yet. Search for Veritas Financial Consulting LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Monrovia
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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