Firm
Vero Strategic Yield
Vero Beach, Florida
Fee-only
Vero Strategic Yield at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 4 individual clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Vero Beach, Florida |
|---|---|
| Phone | (203) 232-9615 |
Vero Strategic Yield fees
Vero Strategic Yield 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 · Performance-based fees |
|---|---|
| Individual clients | 4 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 21, 2025 |
| SEC record | CRD 322962 |