Veritas Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$6,000

“As a fixed fee, typically ranging from $1,500 to $6,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of up to $350 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Veritas Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “All financial planning fees are due in arrears upon presentation of the financial plan.”
• “Compensation - Unified Managed Accounts Our UMA fee is typically a single asset-based fee, billed quarterly in advance, that covers our advisory services along with platform, administrative, and, where applicable, third-party manager fees.”
• “Fees are negotiable in certain cases, and the overall cost may be higher or lower than paying for these services separately.”

How Veritas Wealth Management’s fees compare

• Its flat or project fee of $1,500-$6,000 spans the Rhode Island median of $3,625. 54% of the 13 other Rhode Island planners that publish a flat or project fee charge less.

About Veritas Wealth Management

• Firm size: 4 employees.
• Credentials named in the brochure: EA.
• Registered as an adviser: 2026.

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

1.25% a year

Clients

222

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$219,866,414

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

341084

Website

veritaswealthri.com (opens in new tab)

Phone

(401) 296-3606

Can advise clients in 6 states: Florida, Illinois, Massachusetts, Rhode Island, South Carolina, Texas

Other planners in Rhode Island that publish fees

• Alvarez & Associates FinancialCentral Falls$200/hr, $750⁠-⁠$1,500
• Axis Wealth Partners, LLCEast Providence$150/hr, $250⁠-⁠$2,500
• Blue Chip Financial Advisors, LLCEast Providence$250/hr
• Bountiful Investment Management LLCRumford$250/hr, $500⁠-⁠$5,000
• Breachway Investments, LLCCharlestown$200/hr
• Capital Wealth Management, LLCWest Warwick$500⁠-⁠$5,000, $20,000/yr

Compare all 42 planners in Rhode Island