Verna Ruby
Physicians Wealth Solutions · Columbus, Ohio
Verna Ruby is a fee-only financial advisor at Physicians Wealth Solutions in Columbus, Ohio. Verna charges a percentage of assets and focuses on physicians & residents.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Physicians Wealth Solutions |
|---|---|
| Based in | Columbus, Ohio |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $43.3M across 135 accounts |
| SEC registration | Investment adviser representative in OH · CRD 844362 |
| Exams passed | Series 63 (1980) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | physicians-ws.com |
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Questions about Verna
Is Verna Ruby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Verna holds no broker registration, and Physicians Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Verna charge for financial advice?
Verna charges a percentage of assets.
Where is Verna Ruby based?
Verna Ruby is based in Columbus, Ohio.
What does Verna specialize in?
Verna's specialties include physicians & residents. Verna works with physicians.
Is Verna Ruby registered with the SEC?
Yes. Verna Ruby is registered as an investment adviser representative in OH (CRD 844362), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Physicians Wealth Solutions manage?
Physicians Wealth Solutions reports $43.3M across 135 accounts in assets under management.
How do I contact Verna Ruby?
Through Verna's website, physicians-ws.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
- Physicians Wealth Solutions 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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