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Firm

Verum Partners

Charlotte, North Carolina

Fee-only

Verum Partners at a glance

  • One of 278 fee-only firms based in North Carolina in the Wellspent graph.
  • 19 advisors are listed here; 10 of 19 hold the CFP.
  • Its Form ADV reports 17 employees and 361 individual clients, 274 of them high net worth.
  • Its average account is about $650,000 (assets it manages divided by its 1,560 accounts).

Works with Executives · Founders · Pre-retirees · Multi-generational families

Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina

Facts

Based inCharlotte, North Carolina
Websiteverumpartnership.com
Email[email protected]
Phone(980) 771-3999

Verum Partners fees

Verum 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

Paid byPercentage of assets · Fixed fees
Assets managed$1.0 billion
Individual clients87
High-net-worth clients274
Accounts managed1,560
Employees17
Planning clients101-250
Registered withThe SEC (801-115236)
Financial planningOffered
Form ADV filedOctober 14, 2026
SEC recordCRD 301058

Advisors at this firm (19)