Veritas Wealth Advisors fees and pricing
Financial planner in Reno, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, Veritas Wealth Advisors charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The fee will be charged on an hourly fee basis of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Veritas Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All Advisory fees are charged, in advance or arrears, at the start of each calendar quarter, based upon the account value of the assets in the portfolio as of the last business day of the prior quarter.”
- “The initial fee will be payable when the account is established, prorated for the first partial quarter, if applicable.”
- “In some instances, our fees are paid in advance.”
How Veritas Wealth Advisors’ fees compare
- Its hourly rate of $250 is below the Nevada median of $300. 23% of the 64 other Nevada planners that publish an hourly rate charge less.
- 6 of the 21 other planners in Reno that publish an hourly rate charge less.
About Veritas Wealth Advisors
“We provide ongoing investment supervisory services and financial planning services to clients.”
- Firm size: 3 employees.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- 1.35% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 371
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $99,036,878
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149762
- Phone
- (775) 324-7878
Other planners in Reno that publish fees
- Advowealth Advisors, LLCReno$350/hr, $750-$10,000
- Alchemy Wealth ManagementReno$350/hr, $5,000-$15,000
- Athena Wealth Management, LLCReno$500/hr, $1,000-$10,000
- Belpointe Asset Management LLCReno$500/hr
- Caskwise Capital IncReno$3,500-$15,000, $1,200/qtr
- Discretionary Inc.Reno$350/hr, $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.