Vera Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“For our Financial Planning Services, we typically charge a fixed fee for ongoing engagements, ranging from $1,000 to $3,000, or an hourly rate of $250 for project-based engagements, depending on the complexity of your financial situation.”

Flat or project fee

$1,000⁠-⁠$3,000

From the same sentence as above.

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

How Vera Wealth LLC bills

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

• “Fees could be negotiable based on various factors, such as the complexity of your financial situation or total assets under management.”
• “This means the assets in your investment portfolio will be billed at different levels according to the fee schedule above.”
• “At the same time, we will send you an invoice reflecting the formula used to calculate the fee, the amount of assets under management on which the fee is based, and the time period covered by the fee.”

How Vera Wealth LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 15 other planners in Pasadena that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$3,000 is below the California median of $5,000. 19% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 16 other planners in Pasadena that publish a flat or project fee charge less.

About Vera Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

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% a year

Clients

13

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$4,821,571

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333522

Website

instagram.com/verawealthllc (opens in new tab)

Phone

(626) 219-0288

Other planners in Pasadena that publish fees

• Appian Way FinancialPasadena$500⁠-⁠$5,000
• Equanimity Financial PartnersPasadena$2,500⁠-⁠$20,000
• Favor Wealth Advisors, LLCPasadena$500/hr, $2,500⁠-⁠$20,000
• Fiducia Wealth ManagementPasadena$350/hr, $2,500⁠-⁠$10,000
• Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
• Foundry Financial LLCPasadena$1,000⁠-⁠$10,000

Compare all 35 planners in Pasadena