Veritas Wealth Management LLC at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 56 individual clients, 28 of them high net worth.
- Its average account is about $557,000 (assets it manages divided by its 244 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Salt Lake City, Utah |
|---|---|
| Website | veritaswm.com |
| [email protected] | |
| Phone | (801) 596-9999 |
Questions about Veritas Wealth Management LLC
How much does Veritas Wealth Management LLC charge?
Veritas Wealth Management LLC publishes these prices: ongoing planning: from $5,000 a year; asset-based fee: 1.25% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Veritas Wealth Management LLC paid?
Veritas Wealth Management LLC's Form ADV says it is paid by: percentage of assets.
How many advisors does Veritas Wealth Management LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Veritas Wealth Management LLC.
What is the average account at Veritas Wealth Management LLC?
Veritas Wealth Management LLC's average account is about $557,000. That's the assets on its Form ADV divided by its 244 accounts.
What does Veritas Wealth Management LLC specialize in?
Veritas Wealth Management LLC's advisors and website list tax planning, estate & legacy planning, retirement planning and family wealth transfer.
Is Veritas Wealth Management LLC accepting new clients?
Yes, according to Veritas Wealth Management LLC's website, checked October 28, 2026.
Veritas Wealth Management LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"The minimum annual fee is $5,000." source
"On the first $500,000" source
"Our fee covers ongoing planning and investment management. The minimum annual fee is $5,000." 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 |
|---|---|
| Assets managed | $136 million |
| Individual clients | 28 |
| High-net-worth clients | 28 |
| Accounts managed | 244 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-135528) |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 160600 |