Veritas Wealth Partners

Veritas Wealth Partners at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 41 individual clients, 32 of them high net worth.
• Its average account is about $1.2 million (assets it manages divided by its 123 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Veritas Wealth Partners fees

Veritas Wealth Partners 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

Advisors at this firm (2)

• Christopher Caruso

• Enrique Figueroa

  CFP

Other fee-only firms in San Mateo

• WealthPeace LLC
• Balopole Investment Management
• Banyan Lake Capital
• Belgrave Square Advisors
• Brickley Wealth Management
• CareGen Wealth Management
• CLEAR Retirement Advice
• Gilmore Financial Services

Fee-only advisors in California