Veery Capital, LLC fees and pricing

Financial planner in West Chester, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 13, 2026, Veery Capital, LLC charges $150⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$500/hr; “Hourly engagements are billed at a rate ranging from $150 to $500 per hour, based on the complexity of the services to be provided and the experience level of the Advisory Person.”

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

“The investment advisory fee in the first month of service is prorated from the inception date of the Client’s account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its hourly rate of $150-$500 spans the Pennsylvania median of $250. 72% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
4 of the 7 other planners in West Chester that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.15% a year
Clients: 252
Employees: 14
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed: $971,383,003
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 298465
Website: veerycapital.com (opens in new tab)
Phone: (302) 660-3350

Is something on this page wrong or out of date?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.