Michael Abbood
Veritas Wealth Management · North Kingstown, Rhode Island
Michael Abbood is a fee-only financial advisor at Veritas Wealth Management in North Kingstown, Rhode Island. Michael focuses on retirement planning, estate & legacy planning and family wealth transfer. Veritas Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Veritas Wealth Management |
|---|---|
| Based in | North Kingstown, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $219.9M across 665 accounts |
| SEC registration | Investment adviser representative in RI, TX · CRD 5430557 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | veritaswealthri.com |
How Michael's firm compares
- Veritas Wealth Management's average account is about $331,000, from its Form ADV (assets managed divided by 665 accounts).
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Questions about Michael
Is Michael Abbood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Veritas Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Veritas Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Abbood based?
Michael Abbood is based in North Kingstown, Rhode Island.
What does Michael specialize in?
Michael's specialties include retirement planning, estate & legacy planning and family wealth transfer.
Is Michael Abbood registered with the SEC?
Yes. Michael Abbood is registered as an investment adviser representative in RI and TX (CRD 5430557), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Veritas Wealth Management manage?
Veritas Wealth Management reports $219.9M across 665 accounts in assets under management.
How do I contact Michael Abbood?
Through Michael's website, veritaswealthri.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in North Kingstown
Other advisors in Rhode Island 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
- Veritas Wealth Management 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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