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Denny Rudolph

Advisor at Verus Capital Partners, LLC

Updated today
Verus Capital Partners, LLC logo

Firm

Verus Capital Partners, LLC

Location

Spring Hill, TN

Credentials

Series 63, Series 66

Industry experience

21 years

About

Denny Rudolph is a financial advisor at Verus Capital Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Heritage Wealth Management, LLC and Next Financial Group Inc. Outside of his advisory work, he is also an artist and musician based in Spring Hill, TN. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and customized portfolios tailored to client objectives, risk tolerance, and tax considerations.

Client services

Based on Verus Capital Partners, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management

Occupation focus

Based on Verus Capital Partners, LLC

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning up to $5,000; consultation fixed fees $500 to $5,000, negotiable

Percentage

$0 - $1,000,000: 2.50% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $25,000,000: 1.00% $25,000,001+: 0.50%

Commissions

IARs may receive commissions from selling insurance and securities products separately; commissions may offset advisory fees

Project-based

Investment Advisor Representative: $500/hour; Para-planner: $100/hour; Administrative Support: $50/hour

Other

Account minimum: $250,000 Minimum fee: Fixed financial planning fee will not exceed $5,000 Fee-only: Financial planning fees charged as fixed fee (up to $5,000) or hourly rate; consultation fees charged hourly (up to $500/hour) or fixed fee ($500 to $5,000); ongoing consultations charged fixed fee generally not less than $5,000 annually, up to $15,000 annually

Location

Spring Hill, TN

Most active in

Tennessee

Work history

Verus Capital Partners, LLC

2025 - Present (1 year)

LPL Financial

2025 - Present (1 year)

Heritage Wealth Management, LLC

2020 - 2025 (5 years)

Next Financial Group Inc

2011 - 2025 (14 years)

Next Financial Group Inc

2011 - 2025 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alex C

CFP®

Spring Hill, TN

Tech FP

I’ve always been fascinated by money, but I never planned on working in finance. Fresh out of college I moved to Columbus, Ohio to live with my wife while she finished up grad school. I needed a job, and I stumbled my way into a role at Morgan Stanley by responding to a sketchy Craigslist ad. I was about 70% certain it was a scam. Luckily it wasn’t, and I got the job! It was a great learning experience, and I got my feet wet while learning the industry fundamentals there. After a few years though my dad recruited me to return to my hometown in Charlotte, NC to help run the family business in the natural gas industry. I loved working with family, but ultimately decided my heart wasn’t in it. Discussing thread counts on screws and the viscosity of silicone didn’t get my intellectual juices flowing. Meanwhile I was spending countless hours of my free time researching personal finance and finally had the realization “why don’t I make a career out of this?” So I made the difficult decision (sorry, dad) to transition back into finance with a job at Vanguard. I was right. This was finally scratching that intellectual itch. But I wanted to make a more personal impact on people’s lives, and I couldn’t accomplish that as a tiny cog in a giant machine. So I took jobs at a few smaller firms where I was able to develop personal relationships with clients, get their finances on track, and help them accomplish their goals. Now this was my jam! During my time there I worked with clients in tech and realized how much complexity there was in managing their finances. Managing their company equity was complicated! Managing their stock options was extra complicated! But I loved the complexity, I loved the people, and I loved the look on their face when it all finally came together. Soon though, I began to get the entrepreneurial itch (thanks, dad) to start my own firm. I knew exactly who I wanted to work with – tech professionals. I saw first hand the impact I could have in their lives. That was my inspiration for founding Tech Financial Planning. Now I get to put it all together: intellectual fulfillment, meaningful relationships, and personal impact, all while working with awesome folk in tech solving their complex problems. Now that’s what I call a dream job! As for a bit about my personal life, in 2022 I celebrated my 10th wedding anniversary with my amazing wife, Allie. We met in high school and survived a 4-year long distance relationship during college while she attended school in Ohio and I attended the University of North Carolina at Charlotte. We have two amazing kids, Elliot and Reya, and an adorable, yet clingy Australian Shepherd named Cassie. I value experiences over things, so my wife and I love traveling domestically and internationally to explore new places and cultures. I’m also a firm believer that you don’t need to spend money to have fun, so I’m always exploring my current hometown, Nashville, for fun, free activities. I love board games, I’m an avid podcast listener, and I’m always on the lookout for a great show to binge.

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Gen Y/Millennials (Born 1980-1995)
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Joel B

Series 66

Franklin, TN

Joel Busboom Financial, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management Wealth management
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Peter S

CFP®, Series 63, Series 65

Franklin, TN

Quantitative Solutions, LLC

Tax-loss harvesting
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Philip W

CFP®

Franklin, TN

Philip M. Watson, Financial Advisor

General retirement planning
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Hiroshi G

CFA®

Franklin, TN

Goto Financial Advisory LLC

Social Security optimization General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Retired Immigrants
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Jon P

CFA®, Series 63

Franklin, TN

Blue Kayak Partners

Active portfolio management Options & derivatives strategies
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