Firm
Verus Financial Partners
Richmond, Virginia
Fee-only
Facts
| Based in | Richmond, Virginia |
|---|---|
| Website | verusfinancialpartners.com |
| [email protected] | |
| Phone | (804) 592-3465 |
Verus Financial Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"For assets under management exceeding $1,000,000 and up to $2,500,000." source
"our services are best suited for individuals and families with a minimum investable assets of $1,000,000" source
"we charge each quarter based on managed assets only" 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 · Fixed fees |
|---|---|
| Assets managed | $1.2 billion |
| Individual clients | 371 |
| Financial planning | Offered |
| Form ADV filed | May 18, 2026 |
| SEC record | CRD 106744 |