Advisor at Verity Asset Management
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Firm
Verity Asset Management
Location
Ronkonkoma, NY 11779-7600
Credentials
Series 63, Series 65
Industry experience
6 years
Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.
Based on Verity Asset Management
Based on Verity Asset Management
Financial planning fixed fees range from $500 to $10,000
$0 - $100,000: 1.50% $100,001 - $150,000: 1.20% $150,001 - $250,000: 1.15% $250,001 - $500,000: 0.95% $500,001 - $750,000: 0.75% $750,001 - $1,000,000: 0.60% $1,000,001 - $2,500,000: 0.50% $2,500,001+: 0.45%
$100 to $250 per hour for financial planning
Account minimum: $100,000 Fee-only: Hourly fees $100 to $250 per hour; Fixed fees $500 to $10,000 for financial planning
3075 Veterans Memorial Hwy, Ste 130
Ronkonkoma, NY 11779-7600
New Hampshire · New York · Texas
The Leaders Group DBA Simplicity Investments
2025 - Present (1 year)
Menna Wealth Planning Group
2020 - Present (6 years)
Verity Asset Management
2020 - Present (6 years)
Verity Financial Group
2020 - Present (6 years)
Verity Investments, Inc.
2020 - 2025 (5 years)
Rachel A Menna Advisors Inc
2020 - Present (6 years)
The Prudential Insurance Company of America
2020 - 2020 (1 year)
Pruco Securities Llc
2019 - 2020 (1 year)
Station Coffee Shop
2019 - 2020 (1 year)
NYS Unemployment
2019 - 2019 (1 year)
Mutual, Inc.
2018 - 2019 (1 year)
PlanMember Securities Corporation
2018 - 2019 (1 year)
Mutual, Inc.
2018 - 2018 (1 year)
Mutual, Inc.
2016 - 2018 (2 years)
University of West Haven - Business office
2015 - 2018 (3 years)
University of West Haven
2014 - 2018 (4 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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