Phoenix-Veritas Wealth Management fees and pricing
Financial planner in Staten Island, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 6, 2025, Phoenix-Veritas Wealth Management charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“For clients requiring advice through consultation, the fee will be based on an hourly rate of $100.00 per hour worked.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Phoenix-Veritas Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is paid when service is rendered by either check or credit card, and such fee is non-refundable.”
How Phoenix-Veritas Wealth Management’s fees compare
- Its hourly rate of $100 is below the New York median of $300. 1% of the 301 other New York planners that publish an hourly rate charge less.
- None of the 3 other planners in Staten Island that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Phoenix-Veritas Wealth Management
“Phoenix-Veritas Wealth Management provides financial planning and investment advice to investors.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333158
- Phone
- (718) 887-6495
Other planners in Staten Island that publish fees
- Comprehensive Wealth Management Group, LLCStaten Island$300/hr
- The Hajdari Group, LLCStaten Island$500/hr
- The True Prophets LLCStaten Island$300/hr
- Wealthnest Capital Inc.Staten Island$500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.