PlannerFees

Verify Wealth fees and pricing

Financial planner in Middleton, Idaho. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 17, 2026, Verify Wealth charges $400 an hour and a flat or project fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Our hourly rate is $400.”
Flat or project fee
$5,000
“Ongoing Comprehensive Financial Planning VW collects an initial fee, no greater than $5,000.”

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

How Verify Wealth bills

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

  • “Fees are negotiable and some fees may vary by Client for similar services.”
  • “The annual advisory fee is paid monthly in arrears based on the value of Client's account(s) as of the last day of the billing period.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Verify Wealth’s fees compare

  • Its hourly rate of $400 is above the Idaho median of $250. 79% of the 43 other Idaho planners that publish an hourly rate charge less.
  • Its flat or project fee of $5,000 is above the Idaho median of $2,625. 62% of the 26 other Idaho planners that publish a flat or project fee charge less.

About Verify Wealth

  • Principal: Jessy Gilger
  • Firm size: 2 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
Employees
2
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
341678
Phone
(208) 279-5181

Can advise clients in 3 states: California, Idaho, Texas

Other planners in Idaho that publish fees

Compare all 98 planners in Idaho

Is something on this page wrong or out of date?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