Veritas Finpro Advisor fees

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 7, 2026. Fees can change.

Monthly fee

$200⁠-$700/mo

“Fees are paid monthly in advance, ranging from $200 to $700.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets

Yes

Minimum

None stated in the brochure

Team size

Solo practice (one employee)

Registered since

2026

How Veritas Finpro Advisor 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.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

About Veritas Finpro Advisor

• Principal: Jay Patadia

Firm details from Form ADV

How the firm is paid

Flat or fixed fees, monthly planning fees, and a percentage of assets under management

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported on Form ADV as of October 7, 2026

CRD number

340403 (opens in new tab)

Website

vfaplanning.com (opens in new tab)

Phone

(908) 541-0101

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