Patrick Haley
Veridan Wealth · West Linn, Oregon
Patrick Haley is a fee-only financial advisor at Veridan Wealth in West Linn, Oregon. Patrick focuses on estate & legacy planning, tax planning and family wealth transfer. Veridan Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Veridan Wealth |
|---|---|
| Based in | West Linn, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $667.2M across 724 accounts |
| SEC registration | Investment adviser representative in OR · CRD 5173884 |
| Exams passed | Series 63 (2010) · Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | veridanwealth.com |
| Profile |
How Patrick's firm compares
- Veridan Wealth's average account is about $922,000, from its Form ADV (assets managed divided by 724 accounts).
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Questions about Patrick
Is Patrick Haley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Veridan Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Veridan Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Haley based?
Patrick Haley is based in West Linn, Oregon.
What does Patrick specialize in?
Patrick's specialties include estate & legacy planning, tax planning and family wealth transfer.
Is Patrick Haley registered with the SEC?
Yes. Patrick Haley is registered as an investment adviser representative in OR (CRD 5173884), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Veridan Wealth manage?
Veridan Wealth reports $667.2M across 724 accounts in assets under management.
How do I contact Patrick Haley?
Through Patrick's website, veridanwealth.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
- Veridan Wealth 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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