Veritas Financial Consulting LLC fees and pricing
Financial planner in Monrovia, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Veritas Financial Consulting LLC charges a flat or project fee of $500-$7,500 and a quarterly fee of $75-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$7,500
“The fixed fee generally ranges between $500 and $7,500, depending on complexity and the needs of the client.”
- Quarterly fee
- $75-$5,000/qtr
“Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing fee that is typically paid quarterly, in arrears, at the rate of $75 - $5,000 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Veritas Financial Consulting LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.”
- “March 09, 2026 Advisory fees are directly debited from Client accounts, or the Client may choose to pay by electronic funds transfer or check.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
How Veritas Financial Consulting LLC’s fees compare
- Its flat or project fee of $500-$7,500 spans the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
About Veritas Financial Consulting LLC
“The firm provides a wide range of investment advisory and financial planning services to people from all walks of life.”
- Principal: Joshua Garcia
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- 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
- Clients
- 68
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $86,240,677
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314363
- Phone
- (626) 263-4232
Can advise clients in 2 states: California, Louisiana
Other planners in Monrovia that publish fees
- FintentMonrovia$300/hr
- IfmgroupMonrovia$250-$400/hr, $1,500
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
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.