Advisor at Audible Wealth Management
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Firm
Audible Wealth Management
Location
Silver Spring, MD 20910
Credentials
CFP®, ChFC®, Series 66
Industry experience
13 years
Veronica Fuentes is a CFP® and ChFC® with 13 years of industry experience. She is currently a financial advisor at Audible Wealth Management, joining the firm in 2024 after a 13-year tenure at Northwestern Mutual Life Insurance Company. Outside of her advisory role, she is also active as a life insurance agent. Audible Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plan participants, providing financial planning, discretionary and non-discretionary portfolio management, and auxiliary services like bill-pay assistance. The firm uses a combination of analytical methods and trading strategies and operates a wrap-fee program while offering educational seminars and bill-pay services uncommon among similar-sized teams.
Based on Audible Wealth Management
Based on Audible Wealth Management
Fixed annual financial planning fees between $300 and $12,000, paid monthly; Bill pay services fees between $100 and $500 per month
$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $800,000: 1.25% $800,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Up to $500 per hour for financial planning
Account minimum: $5,000 Fee-only: Fixed annual financial planning fees between $300 and $12,000, paid monthly; hourly financial planning fees up to $500 per hour; Bill pay services fees between $100 and $500 per month
8455 Colesville Road, Suite 900
Silver Spring, MD 20910
California · District of Columbia · Florida · Georgia · Illinois · Maryland · New York · Oregon · Pennsylvania · Virginia
Audible Wealth Management
2024 - Present (2 years)
Northwestern mutual life insurance company
2011 - 2024 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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