Firm
Verus Wealth Management
De Pere, Wisconsin
Fee-only
Verus Wealth Management at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 59 individual clients, 36 of them high net worth.
- Its average account is about $757,000 (assets it manages divided by its 189 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | De Pere, Wisconsin |
|---|---|
| Website | veruswealthmgmt.com |
| Phone | (920) 328-0793 |
Verus Wealth Management fees
Verus 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 · Fixed fees |
|---|---|
| Assets managed | $143 million |
| Individual clients | 23 |
| High-net-worth clients | 36 |
| Accounts managed | 189 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-132079) |
| Financial planning | Offered |
| Form ADV filed | July 31, 2026 |
| SEC record | CRD 323130 |