Veritas Investment Advisory Group LLC fees and pricing
Financial planner in Hendersonville, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, Veritas Investment Advisory Group LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“$250 per hour, billed upon completion of the services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Veritas Investment Advisory Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged quarterly, in arrears, calculated using the market value of the account as determined on the last business day of the preceding quarter.”
- “Our initial fee will be prorated based on the number of days during the initial quarter that our advisory agreement was in effect.”
- “This fee would be prorated based on the number of days during the initial quarter prior to our advisory agreement being in effect or based on the obligations to the previous advisor/organization.”
How Veritas Investment Advisory Group LLC’s fees compare
- Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
About Veritas Investment Advisory Group LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 132
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $45,600,405
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336821
- Phone
- (828) 575-3774
Can advise clients in 2 states: North Carolina, South Carolina
Other planners in North Carolina that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- 30-40 Wealth PartnersCornelius$5,000-$60,000, $12,500/yr
- 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
- A4 Wealth Advisors LLCHuntersville$350/hr, $500-$5,000
- Abs Legacy Partners, LLCHickory$250/hr, $10,000-$200,000
- Absher Wealth Management, LLCChapel Hill$20,000
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.