Verab Financial Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 21, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$150/hr

“u Initial introductory fee – Free of Charge 30-minute consultation to discuss needs and objectives. u Basic financial literacy and coaching tailored to personal needs (Personal Financial Fundamentals) - $100/ hr. u Financial consultation on placement of assets in investment choices - $150/ hr.”

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

How Verab Financial Advisory LLC bills

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

• “Clients will be billed directly for any fees incurred.”

How Verab Financial Advisory LLC’s fees compare

• Its hourly rate of $100-$150 is below the Arizona median of $275. 2% of the 195 other Arizona planners that publish an hourly rate charge less.
• None of the 42 other planners in Phoenix 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 Verab Financial Advisory LLC

• Principal: Kyle D. Rakestraw
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330540

Phone

(440) 263-8006

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• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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