Henry Tebben
Advisor at Veritas
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.
Advisor at Veritas
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.
Location
Punta Gorda, FL
Credentials
CFA®, Series 63, Series 65
Industry experience
20 years
Henry Tebben is a CFA® charterholder with 20 years of experience in the financial industry. He is the sole advisor at Veritas, a firm he has been associated with since 2015, and has also worked with Princor and Principal Life since 2004. Veritas is a boutique, fee-only registered investment adviser that primarily serves qualified retirement plans for corporations, not-for-profits, foundations, trusts, and municipalities, as well as individual clients. The firm employs a risk-aware, long-term investment approach emphasizing asset allocation, diversification, and a combination of active and passive strategies, and it offers services ranging from plan design to ongoing monitoring and manager oversight.
Based on Veritas
Based on Veritas
Fixed fee based on time, materials, resources, skill set, and expenses required; negotiable.
$0.00 - $2,000,000: 0.25%-1.0% Above $2,000,000+: 0.10%-1.0%
$125.00/hr to $750.00/hr; typical hourly rate is $250.00/hr.
Fee-only: Fee only Registered Investment Advisor; does not accept commissions from funds, managers, custodians, or broker dealers.
Punta Gorda, FL
Colorado
Veritas Farms, Inc.
2015 - Present (11 years)
Princor
2004 - Present (22 years)
Principal Life
2004 - Present (22 years)
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