Advisor at Verus Capital Partners, LLC
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Firm
Verus Capital Partners, LLC
Location
Chandler, AZ 85249
Credentials
Series 63, Series 65
Industry experience
30 years
Fred Goodman is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2013. Goodman also operates a CPA practice specializing in tax preparation and accounting. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, offering customized portfolios that consider clients’ objectives, risk tolerance, and tax factors.
Based on Verus Capital Partners, LLC
Based on Verus Capital Partners, LLC
Fixed fees for financial planning up to $5,000; consultation fixed fees $500 to $5,000, negotiable
$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%
IARs may receive commissions from selling insurance and securities products separately; commissions may offset advisory fees
Investment Advisor Representative: $500/hour; Para-planner: $100/hour; Administrative Support: $50/hour
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
2661 E Coconino Dr
Chandler, AZ 85249
Arizona
LPL Financial, LLC
2020 - Present (6 years)
Verus Capital Partners LLC
2013 - Present (13 years)
Securities America Inc
2013 - 2020 (7 years)
Fred A Goodman CPA
1993 - Present (33 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
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