Stephen Simpson
Veratis Advisors · Cary, North Carolina
Stephen Simpson is a fee-only financial advisor at Veratis Advisors in Cary, North Carolina. Veratis Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Veratis Advisors |
|---|---|
| Based in | Cary, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.99B across 582 accounts |
| SEC registration | Investment adviser representative in NC · CRD 3110508 |
| Exams passed | Series 65 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.veratisadvisors.com |
| Profile |
How Stephen's firm compares
- Veratis Advisors's average account is about $10.3 million, from its Form ADV (assets managed divided by 582 accounts).
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Questions about Stephen
Is Stephen Simpson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Veratis Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Veratis Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Simpson based?
Stephen Simpson is based in Cary, North Carolina.
Is Stephen Simpson registered with the SEC?
Yes. Stephen Simpson is registered as an investment adviser representative in NC (CRD 3110508), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Veratis Advisors manage?
Veratis Advisors reports $5.99B across 582 accounts in assets under management.
How do I contact Stephen Simpson?
Through Stephen's website, www.veratisadvisors.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
- 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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