Veridos Capital LLC fees and pricing
Financial planner in Tamarac, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 8, 2026, Veridos Capital LLC charges $250 an hour and a flat or project fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“We will charge an hourly fee for financial planning services of $250 an hour if not part of the comprehensive planning process or asset management.”
- Flat or project fee
- $4,000
“Plans with assets less than $750,000 will be charged a flat fee of $4,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Veridos Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our affiliate charges the Funds a management fee, based on the net asset value of the aggregate capital account balances of each Limited Partner, payable monthly in advance.”
- “Management fees are paid in advance for first quarter only and are not refundable.”
- “These fees are billed quarterly in advance or in arrears, depending on the Agreement.”
How Veridos Capital LLC’s fees compare
- Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $4,000 is below the Florida median of $4,900. 47% of the 320 other Florida planners that publish a flat or project fee charge less.
About Veridos Capital LLC
“We also expect to provide financial planning advice in the areas of retirement, investment, tax, insurance and estate planning.”
- Firm size: 6 employees.
- Credentials named in the brochure: CFP® and CPA.
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 15
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles
- Assets managed
- $15,024,944
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324217
- Phone
- (864) 710-4835
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.