Verus Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$10,000

“Fixed fee rates range between $4,000 to $10,000.”

Annual fee

$6,000/yr

“Regardless of the fee calculation described above, the minimum quarterly advisory fee shall be $1,500 (i.e., $6,000 annual fee  4).”

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

How Verus Wealth Management bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid quarterly in advance, ranging from $1,000 to $2,500.”

How Verus Wealth Management’s fees compare

• Its flat or project fee of $4,000-$10,000 is above the Wisconsin median of $3,000. 71% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• Its annual fee of $6,000 is above the Wisconsin median of $5,000. 56% of the 25 other Wisconsin planners that publish an annual fee charge less.

About Verus Wealth Management

• Principal: Mark Albers
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

59

Employees

1

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

$143,077,574

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323130

Website

veruswealthmgmt.com (opens in new tab)

Phone

(920) 328-0793

Can advise clients in 2 states: California, Wisconsin

Other planners in De Pere that publish fees

• Transform RetirementDe Pere$900⁠-⁠$2,000/yr
• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr
• Adler FinancialOregon$175/hr
• Advisors Management Group IncLa Crosse$500

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