Achieving Veritas LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$15,000

“AND CONSULTING Veritas charges a fixed fee of $1,500 to $15,000 based on complexity and unique Client needs for financial planning.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Achieving Veritas LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees shall be collected quarterly in advance based on the prior calendar quarter’s ending market values.”

How Achieving Veritas LLC’s fees compare

• Its flat or project fee of $1,500-$15,000 spans the Florida median of $4,900. 74% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in St. Augustine that publish a flat or project fee charge less.

About Achieving Veritas LLC

• Firm size: 4 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

86

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$70,115,876

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327170

Phone

(904) 471-6444

Other planners in St. Augustine that publish fees

• Palm Valley Wealth Management LLCSt. Augustine$2,500/yr
• Parable Wealth AdvisorsSt Augustine$2,500
• Sovereign Wealth Office LLCSt. Augustine$500⁠-⁠$5,000
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

Compare all 5 planners in St. Augustine