Veritable Financials LLC fees and pricing
Financial planner in Philadelphia, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 2, 2026, Veritable Financials LLC charges a flat or project fee of $3,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$10,000
“Fixed fee rates vary from $3,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Veritable Financials LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and will depend on the anticipated complexity of your plan.”
- “Advisory fees are paid monthly, in advance.”
- “Clients may obtain a refund of a pre-paid fee if the advisory contract is terminated before the end of the billing period, based on the amount of time remaining in the billing period.”
How Veritable Financials LLC’s fees compare
- Its flat or project fee of $3,000-$10,000 spans the Pennsylvania median of $3,650. 74% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 10 of the 13 other planners in Philadelphia that publish a flat or project fee charge less.
About Veritable Financials LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341210
- Phone
- (215) 740-0820
Other planners in Philadelphia that publish fees
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- Auctus Wealth Management Inc.Philadelphia$150/hr, $500
- Bird Financial Group LLCPhiladelphia$350/hr
- Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
- Diversified Human SolutionsPhiladelphia$150-$200/hr, $1,000-$5,000
- Elm WealthPhiladelphia$5,000
Is something on this page wrong or out of date?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.