Advisor at Veritas Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Veritas Wealth Advisors, LLC
Location
Baton Rouge, LA
Credentials
Series 65
Industry experience
< 1 year
Christopher Nicolich is a financial advisor at Veritas Wealth Advisors, LLC in Baton Rouge, LA. He holds the Series 65 designation and has been with Veritas Wealth Advisors since 2025. Prior to his current role, he worked at Brian Harris Auto Group for 12 years. Veritas Wealth Advisors is a small independent wealth management firm serving individuals, families, closely held businesses, and corporations. The firm offers asset management, financial planning, business consulting, and insurance implementation, using a combination of technical and fundamental analysis across several disciplined investment strategies tailored to individual accounts.
Based on Veritas Wealth Advisors, LLC
Comprehensive financial planning fees charged as flat fees (typically $1,200 to $15,000), payable via various arrangements; limited scope planning fees also flat fee or hourly, negotiable
$0 - $2,000,000: 1.25% - 3.00% $2,000,000 - $5,000,000: 0.75% - 2.00% $5,000,000+: Negotiable
Insurance commission compensation is separate and distinct from advisory fees; insurance agents affiliated with firm may receive commissions
Hourly financial consultation rate is $250/hour, negotiable depending on complexity
Performance-based fees negotiated individually with qualified clients; structured as a flat % of AUM plus bonus based on realized/unrealized gains with high water mark provision
Account minimum: $10,000 annually for combined investment management and financial planning services Minimum fee: Minimum fee of $10,000 annually for combined investment management and financial planning services Fee-only: Financial planning fees typically range from $1,200 to $15,000 for comprehensive plans; limited scope planning fees are negotiable; hourly consultation rate is $250/hour (negotiable)
Baton Rouge, LA
Louisiana
Veritas Wealth Advisors, LLC
2025 - Present (1 year)
Brian Harris Auto Group
2013 - 2025 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Baton Rouge, LA
Simmons Asset Management, LLC
Series 63, Series 65
Prairieville, LA
Belle River Capital Management LLC
CFP®, Series 63, Series 65
Baton Rouge, LA
Graf Financial, L.L.C.
PFS™, Series 66
Baton Rogue, LA
Rizzutto Financial Advisors
Series 65
Baton Rouge, LA
Clear Net Worth, L.L.C.
CFP®, Series 63, Series 65
Baton Rouge, LA
Global Planning Stewards LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")