Nancy Listiawan
Vera Wealth · Pasadena, California
Nancy Listiawan is a fee-only financial advisor at Vera Wealth in Pasadena, California, who holds the CFP credential. Vera Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Vera Wealth |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.8M across 31 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6160905 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Nancy's firm compares
- Vera Wealth's average account is about $156,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Nancy
Is Nancy Listiawan a fee-only financial advisor?
Yes. Nancy Listiawan 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 Nancy's firm.
How does Nancy charge for financial advice?
Nancy's firm, Vera Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nancy Listiawan based?
Nancy Listiawan is based in Pasadena, California.
What credentials does Nancy Listiawan hold?
Nancy Listiawan holds the CFP credential.
Is Nancy Listiawan registered with the SEC?
Yes. Nancy Listiawan is registered as an investment adviser representative in CA (CRD 6160905), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Vera Wealth manage?
Vera Wealth reports $4.8M across 31 accounts in assets under management.
How do I contact Nancy Listiawan?
Contact details aren't on file yet. Search for Vera Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Pasadena
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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