Michael Verity
Lighthouse Financial Services · Brea, California
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.
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Facts
| Firm | Lighthouse Financial Services |
|---|---|
| Based in | Brea, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $472.5M across 461 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ, CA, HI, NE, TX · CRD 5848445 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | itunes.apple.com/us/podcast/lfs-build-your-wealth/id1447313006?mt=2 |
How Michael's firm compares
- Lighthouse Financial Services's average account is about $1.0 million, from its Form ADV (assets managed divided by 461 accounts).
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Questions about Michael
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.
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
- 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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