Julie Waitman
Verus Financial Partners · Richmond, Virginia
Julie Waitman is a fee-only financial advisor at Verus Financial Partners in Richmond, Virginia. Julie charges a percentage of assets (1% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Verus Financial Partners |
|---|---|
| Based in | Richmond, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.18B across 1,935 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 2408592 |
| Exams passed | Series 63 (1994) · Series 65 (1997) |
| Firm size | 21 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.verusfinancialpartners.com |
How Julie's firm compares
- Verus Financial Partners's average account is about $611,000, from its Form ADV (assets managed divided by 1,935 accounts).
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Questions about Julie
Is Julie Waitman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Verus Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julie charge for financial advice?
Julie charges a percentage of assets.
How much does Julie charge?
According to Verus Financial Partners's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Julie Waitman based?
Julie Waitman is based in Richmond, Virginia.
What does Julie specialize in?
Julie's specialties include retirement planning and tax planning. Julie works with retirees and pre-retirees.
Is Julie Waitman registered with the SEC?
Yes. Julie Waitman is registered as an investment adviser representative in TX and VA (CRD 2408592), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Verus Financial Partners manage?
Verus Financial Partners reports $1.18B across 1,935 accounts in assets under management.
How do I contact Julie Waitman?
Through Julie's website, www.verusfinancialpartners.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 Financial 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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