VERITY Wealth Advisors

Financial Advisor in Sausalito, CA

Firm Info
Address: 1505 Bridgeway #208, Sausalito, CA 94965, USA
Phone: (415) 561-3340

Firm Size
Assets Under Management: $201.9 million
# of Advisors: 1
# of Clients: 144
Client to Advisor Ratio: 144:1
Average Account Size: $1.4 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Verity Wealth Advisors, LLC Overview

Verity Wealth Advisors, LLC is a registered investment advisory firm that has been in business since 2003. The firm is based in Sausalito, CA, and primarily offers investment advice to its clients through a fee-based arrangement. They specialize in financial planning, portfolio management for individuals and small businesses, and take pride in providing their clients with sound investment advice to help them achieve their financial goals. As an investment advisory firm, Verity Wealth Advisors, LLC only offers investment advice, which means they do not engage in any other financial activities. The firm has built its reputation based on its commitment to always putting its client's interests first, ensuring that each client gets personalized financial advice that suits their unique financial needs. They believe in a client-centric approach and strive to build long-term relationships with their clients. At Verity Wealth Advisors, LLC, clients have access to a wide range of investment services, including financial planning, portfolio management, and the selection of other advisors. Their team of experienced and qualified advisors are committed to helping clients navigate the complexities of the financial world, providing them with the information they need to make informed investment decisions. The firm takes pride in offering its clients top-notch investment advice, and this dedication to excellence has made Verity Wealth Advisors, LLC a trusted name in the industry for nearly two decades.

VERITY WEALTH ADVISORS, LLC is known for catering to a diverse range of clientele. From individuals looking for guidance in financial planning to high net worth individuals seeking sophisticated investment management solutions, the firm offers customized services tailored to meet the unique needs of each client. They have a reputation for working closely with their clients to understand their goals, risk tolerance, and financial circumstances to generate optimal solutions that align with their needs. Through their expertise and varied experience, VERITY WEALTH ADVISORS, LLC has gained the trust of clients and has helped them achieve their financial goals. The firm provides fee structures depending on the services provided. For investment management, the firm operates with a percentage of AUM fee structure. This fee structure is calculated based on a percentage of the total assets under management, representing a transparent yet flexible payment structure. Clients can rest assured that the fees align with the level of service provided. The firm also offers an hourly fee structure whereby clients pay for advice and planning services on an hourly basis, based on the number of hours spent on each engagement. A fixed fee structure is available for simpler financial planning and advisory services, allowing clients to budget and plan ahead accordingly. The fee structure is always disclosed upfront, and clients can be confident that no hidden fees or surprises will arise. VERITY WEALTH ADVISORS, LLC prides itself on transparency with respect to fees, empowering clients to make informed decisions regarding their financial futures.

Typical Clients, Fee Structures & Investment Minimum

According to Verity Wealth Advisors, LLC's Part 2 Brochure, the firm does not mention any investment minimums.

How This Office Can Help Sausalito, CA Residents

VERITY Wealth Advisors provides personalized financial advice and investment management services to clients in Sausalito, CA. The company specializes in helping clients achieve their financial goals through a comprehensive approach that takes into account their unique needs and circumstances. For clients in Sausalito, CA, the firm can help with a range of financial situations, from managing investments to planning for retirement or college savings. With a deep understanding of the local economy and housing market, VERITY Wealth Advisors can also advise clients on real estate investment opportunities in the area. In addition, the firm offers estate planning services to help clients ensure that their assets are properly managed and distributed according to their wishes. Overall, VERITY Wealth Advisors provides the guidance and expertise that clients in Sausalito, CA need to achieve financial success and peace of mind.

To view the Minimum Investment and Fee Schedule for Verity Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Verity Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Verity Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 1505 Bridgeway #208, Sausalito, CA 94965, USA
Phone (415) 561-3340
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Verity Wealth Advisors, LLC is registered to service clients in the following states:

  • California
  • New Hampshire

Disciplinary History

Verity Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023


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