Firm
Veris Wealth Partners
Oakland, California
Fee-only
Facts
| Based in | Oakland, California |
|---|---|
| Website | veriswp.com |
| Phone | (415) 814-0580 |
Veris Wealth Partners 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 | $5,000,000 |
|---|
In the firm's words
"Veris typically works with families and individuals with a minimum of $5 million in investable assets" source
"Veris typically works with families and individuals with a minimum of $5 million in investable assets" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.9 billion |
| Individual clients | 77 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 143588 |