# Michael Verity

> Michael Verity is a fee-only financial advisor at Lighthouse Financial Services in Brea, California, who holds the CFA credential. Lighthouse Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-verity/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lighthouse Financial Services
- **Based in:** Brea, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $472.5M across 461 accounts
- **Credentials:** CFA
- **CRD:** 5848445 (https://adviserinfo.sec.gov/individual/summary/5848445)
- **SEC registration:** Investment adviser representative in AZ, CA, HI, NE, TX
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://itunes.apple.com/us/podcast/lfs-build-your-wealth/id1447313006?mt=2

## Frequently asked questions

### Is Michael Verity a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Lighthouse Financial Services 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, Lighthouse Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Verity based?

Michael Verity is based in Brea, California.

### What credentials does Michael Verity hold?

Michael Verity holds the CFA credential.

### Is Michael Verity registered with the SEC?

Yes. Michael Verity is registered as an investment adviser representative in AZ, CA, HI, NE and TX (CRD 5848445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lighthouse Financial Services manage?

Lighthouse Financial Services reports $472.5M across 461 accounts in assets under management.

### How do I contact Michael Verity?

Through Michael's website, itunes.apple.com/us/podcast/lfs-build-your-wealth/id1447313006?mt=2.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5848445): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.