Firm
Velaris Wealth Management
Orlando, Florida
Fee-only
Velaris Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 4 employees and 96 individual clients, 27 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 112 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Orlando, Florida |
|---|---|
| Website | velaris.global |
| [email protected] | |
| Phone | (786) 657-1584 |
Velaris Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $100,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Pré-requisito mínimo: US$ 100.000 em patrimônio investível." source
"Fee transparente sobre ativos — zero comissão" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Subscription |
|---|---|
| Assets managed | $129 million |
| Individual clients | 69 |
| High-net-worth clients | 27 |
| Accounts managed | 112 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-135459) |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 340592 |