Veris Wealth Partners, LLC fees and pricing
Financial planner in Oakland, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Veris Wealth Partners, LLC charges $250-$1,000 an hour and a flat or project fee of $2,500-$250,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$1,000/hr
“Hourly fees for financial planning and consulting services generally range from $250 – $1000 per hour, depending upon the level and scope of the services and the professional rendering the financial planning and/or consulting services.”
- Flat or project fee
- $2,500-$250,000
“However, fixed fees for financial planning services generally range from $2,500–$10,000, and fixed fees for consulting services generally range from $5,000 – $250,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Veris Wealth Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our investment management fees are charged quarterly in advance and are prorated based upon the fair market value of the assets under management on the last day of the previous quarter.”
- “Veris’ fees for financial planning and consulting services are negotiable.”
- “The balance is due upon delivery of the financial plan or completion of the agreed-upon services.”
How Veris Wealth Partners, LLC’s fees compare
- Its hourly rate of $250-$1,000 spans the California median of $300. 96% of the 932 other California planners that publish an hourly rate charge less.
- 14 of the 14 other planners in Oakland that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$250,000 spans the California median of $5,000. 100% of the 796 other California planners that publish a flat or project fee charge less.
- 11 of the 11 other planners in Oakland that publish a flat or project fee charge less.
About Veris Wealth Partners, LLC
- Firm size: 31 employees.
- Registered as an adviser: 2007 (19 years).
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
- 316
- Employees
- 31
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $2,856,890,935
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143588
- Phone
- (415) 814-0580
Can advise clients in 15 states: California, Colorado, District of Columbia, Florida, Louisiana, Massachusetts, Maryland, Maine, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, Texas, Vermont
Other planners in Oakland that publish fees
- Brooker Wealth ManagementOakland$200-$275/hr
- Communitas Financial Planning PBCOakland$300/hr, $600-$6,000
- Contango Wealth Management LLCOakland$250-$325/hr, $750-$5,000
- Ella Financial AdvisingOakland$400/hr, $10,000-$30,000
- Gibson Monroe Wealth AdvisorsOakland$5,000-$20,000
- Global Investment CompanyOakland$375/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.