Vera-Cpa, Inc. fees and pricing
Financial planner in Lords Valley, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 9, 2025, Vera-Cpa, Inc. charges $250 an hour, a flat or project fee of $250, and an annual fee of $750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 9, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Agreement – The annual fee for a Retainer Agreement is $250 per hour calculated based on the expected scope of the effort and is negotiable.”
- Flat or project fee
- $250
“The hourly rate for limited scope financial planning engagements is $250.”
- Annual fee
- $750/yr
“The minimum fee is $750 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vera-Cpa, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At termination, fees will be billed on a pro rata basis for the portion of the year or work completed.”
- “At termination, fees will be billed on a pro rata basis for the portion of the year or work completed.”
- “At termination, fees will be billed on a pro rata basis for the portion of the year or work completed.”
How Vera-Cpa, Inc.’s fees compare
- Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $250 is below the Pennsylvania median of $3,650. None of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- Its annual fee of $750 is below the Pennsylvania median of $6,000. 5% of the 74 other Pennsylvania planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Vera-Cpa, Inc.
“VERA-CPA, INC. provides personalized confidential financial planning for individuals. Periodic reviews are also communicated to provide reminders of the specific recommended financial planning steps that clients have adopted.”
- Principal: Vera II
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- $37,500 in assets (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334887
- Phone
- (570) 703-9522
Can advise clients in 2 states: New York, Pennsylvania
Other planners in Pennsylvania that publish fees
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/hr
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.