Verity Wealth Advisors, LLC fees
Financial planner in Sausalito, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 15, 2026, Verity Wealth Advisors, LLC (Sausalito, CA) charges $420 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change.
- Hourly rate
- $420/hr
Above the California median of $300; 82% of the 524 other planners in California that publish an hourly rate charge less. The one other planner in Sausalito charges less.
“The current billing rate is $420 per hour and may be adjusted from time to time with advance written notice to clients.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2003 (23 years)
How Verity Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Consultation clients are billed on an hourly basis at the then prevailing rate or a rate initially agreed to in an engagement agreement (or in subsequent written notification), whichever is less.”
- “These fees are billed by invoice on a monthly (or bi-monthly or quarterly, depending upon the size of the invoice) basis.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 52
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $279 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of January 15, 2026
- CRD number
- 126742 (opens in new tab)
- Phone
- (415) 561-3340
Registered or notice filed in 2 states: California, New Hampshire
Other planners in Sausalito that publish fees
- Abunda Financial, LLCSausalitoFlat $950-$1,500
- Gridley Associates IncSausalitoHourly $200-$250/hr, Flat $500-$10,000
More planners in California that publish fees
- Kenneth Dean & Co Financial Advisory ServicesSeal BeachFlat $500-$5,000
- Falcon Wealth Planning, LLCOntarioHourly $500/hr, Flat $5,000-$25,000
- Krane Financial SolutionsCalabasasHourly $200-$1,000/hr, Flat $500-$40,000
- Laguna Capital Management, Inc.Santa BarbaraHourly up to $350/hr
- PenmarLos AngelesHourly $125/hr
- Contango Wealth Management LLCOaklandHourly $250-$325/hr, Flat $750-$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.