Firm
Veritas Wealth Management
North Kingstown, Rhode Island
Fee-only
Veritas Wealth Management at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 4 employees and 222 individual clients, 83 of them high net worth.
- Its average account is about $331,000 (assets it manages divided by its 665 accounts).
Facts
| Based in | North Kingstown, Rhode Island |
|---|---|
| Website | veritaswealthri.com |
| Phone | (401) 296-3606 |
Veritas Wealth Management fees
Veritas Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $220 million |
| Individual clients | 139 |
| High-net-worth clients | 83 |
| Accounts managed | 665 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-136200) |
| Financial planning | Offered |
| Form ADV filed | October 26, 2026 |
| SEC record | CRD 341084 |