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Verde Capital Management, Inc.

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Client assets under management

$708,783,972

Clients

746

29% high-net worth

Advisors

11

of 16 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

68

Typical

Average account size

$950,113

About

Verde Capital Management provides investment management and advisory services to individuals (including high‑net‑worth clients), trusts and estates, pension and profit‑sharing plans, charitable institutions, and business entities. Offerings include discretionary and non‑discretionary portfolio management, ERISA 3(21) and 3(38) fiduciary services for qualified retirement plans, financial planning tied to its investment or digital services, and standalone financial coaching and tax‑preparation services.

The firm uses a mix of fundamental and technical analysis and employs a wide range of strategies — from long‑ and short‑term positions to margin, options, futures, and structured synthetic positions — implemented through its wrap fee program or recommended custodians. For qualified plans it typically provides a diversified fund menu across major asset classes (and in some plans permits crypto ETFs), and it also recommends publicly traded Bitcoin and Ethereum trusts where suitable.

What distinguishes Verde from many multi‑team peers is the explicit offering of tax preparation and multi‑tiered financial coaching programs with published pricing in its brochure, an arrangement that resembles accounting firm services more than typical advisory product lines. The brochure also discloses ancillary business relationships (a firm real estate ownership and an affiliation with a medical cost‑sharing program), and it includes illustrative, hypothetical examples (for instance, a tiered fee calculation using a $2,500,000 account) and references to separate program and educational materials.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Financial Coaching programs with fixed prices: Roadmap to Hope Session ($295 personal, $395 personal and business); Go Program ($1200 total, or $400/month for 3 months); Change Program ($2100 total, or $350/month for 6 months); Dream Program ($3600 total, or $300/month for 6 months). Tax preparation minimum fees: $400 individual, $1000 business.

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.40% $2,500,001 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.60%

Project-based

$250/hour for investment management qualified plans (range $250-$500/month billed monthly based on hours); $150/hour for additional tax engagements.

Other

Fee-only: Financial planning fees based on income ranging from $100/month to $500/month, waived if minimum AUM threshold met ($80,000 to $400,000 depending on income); Financial Coaching programs priced from $295 to $3,600 total cost with various payment options; Tax preparation fees starting at $400 for individual returns and $1000 for business returns, plus $150/hour for additional services.

Main office location

Verde Capital Management, Inc.

8031 Ortonville Road, Suite 210

Clarkston MI 48348, United States

Number of offices

1

Most active in

California · Colorado · Florida · Georgia · Illinois · Michigan · New Hampshire · New York · North Carolina · Ohio · South Carolina · Tennessee · Texas · Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Jack Y

Series 65

Clarkston, MI

Verde Capital Management, Inc.

Jack Yarosh is a Series 65-licensed financial advisor with Verde Capital Management, Inc. in Clarkston, Michigan, with six years of industry experience. His prior work includes roles at Northwestern Mutual and involvement with Sedera Health Affiliate and Millpond Bed and Breakfast, LLC, where he is a minority investor in a historic property with multiple Airbnb units. Verde Capital Management provides investment management and advisory services to individuals, trusts, pension plans, charitable institutions, and businesses. The firm employs a combination of fundamental and technical analysis across a wide range of strategies and offers additional services such as tax preparation and multi-tiered financial coaching.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Adam S

Series 65

Clarkston, MI

Verde Capital Management, Inc.

Adam Smart is a Series 65-licensed financial advisor with Verde Capital Management, Inc. in Clarkston, MI, where he has worked since 2020. He has three years of industry experience and previously worked at Ralco Industries from 2014 to 2020. Outside of his advisory role, he serves as secretary for the Pontiac Community Foundation, chairs the development committee at Central Detroit Christian, and is a leadership team member at the Church of The Holy Redeemer. Verde Capital Management provides investment management and advisory services to individuals, trusts, pension plans, charitable institutions, and businesses. The firm employs a blend of fundamental and technical analysis across a wide range of strategies and offers additional services including tax preparation and multi-tiered financial coaching programs.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Benjamin F

Series 63, Series 65

Clarkston, MI

Verde Capital Management, Inc.

Benjamin Foor is a financial advisor at Verde Capital Management, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Budd Group and Jackson National Life Distributors. Outside of finance, he has been involved in a certified exterior lighting business, which he is currently winding down. Verde Capital Management provides investment management and advisory services to individuals, trusts, pension plans, charitable institutions, and business entities. The firm employs a range of investment strategies including fundamental and technical analysis and offers financial planning, fiduciary services, tax preparation, and financial coaching.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Morgan C

Series 65

Clarkston, MI

Verde Capital Management, Inc.

Morgan Cinader is a financial advisor at Verde Capital Management, Inc. with one year of industry experience. Prior to joining Verde Capital, Morgan worked at Michigan State University College of Human Medicine and Hope College. Outside of finance, Morgan teaches barre fitness classes at Pure Barre Clarkston. Verde Capital Management provides investment management and advisory services to individuals, trusts, pension plans, charitable institutions, and businesses. The firm employs a mix of fundamental and technical analysis across a variety of strategies and offers additional services such as tax preparation and multi-tiered financial coaching programs.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Carl S

Series 63, Series 65

Clarkston, MI

Verde Capital Management, Inc.

Carl Szasz is a financial advisor with Verde Capital Management, Inc. in Clarkston, MI. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Outside of advisory work, he is involved in managing a Bed and Breakfast turned Airbnb, is a partner in a lakefront horse farm, and serves as president of a homeowner's association. Verde Capital Management provides investment management and advisory services to individuals, trusts, pension plans, charitable institutions, and business entities. The firm employs a variety of strategies including fundamental and technical analysis and offers additional services such as tax preparation and multi-tiered financial coaching programs.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Eric T

Series 66

Clarkston, MI

Verde Capital Management, Inc.

Eric Tomaszewski is a financial advisor at Verde Capital Management, Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with Verde Capital Management since 2013. Outside of his advisory role, Tomaszewski contributes to the Index Cooperative, a decentralized community focused on the creation and adoption of crypto structured tokens. Verde Capital Management provides investment management and advisory services to individuals, trusts, pension plans, charitable institutions, and business entities. The firm employs a mix of fundamental and technical analysis across various strategies and offers tax preparation and financial coaching alongside its investment services.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Matthew H

Series 66

Clarkston, MI

Verde Capital Management, Inc.

Matthew Hart is a financial advisor at Verde Capital Management, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at CG Advisory Services, Geneos Wealth Management, Evangelista & Associates, and for his own practice. Verde Capital Management provides investment management and advisory services to individuals, trusts, pension plans, charitable institutions, and business entities. The firm employs a combination of fundamental and technical analysis across a wide range of strategies and offers distinctive services including tax preparation and multi-tiered financial coaching programs.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Cynthia L

Series 66

Clarkston, MI

Verde Capital Management, Inc.

Cynthia Lundberg is a financial advisor at Verde Capital Management, Inc. with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and JPMorgan Chase. Outside of advising, Lundberg is involved with a local Airbnb property and represents a medical cost-sharing program for clients. Verde Capital Management provides investment management and advisory services to individuals, trusts, pension plans, charitable institutions, and businesses. The firm employs a range of investment strategies and offers services including portfolio management, fiduciary services for qualified plans, financial planning, tax preparation, and financial coaching.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Marc B

CFP®, Series 65

Clarkston, MI

Verde Capital Management, Inc.

Marc Bergeron is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Verde Capital Management, Inc. and previously was with TFO Wealth Partners and the Jasmine Ross State Farm Agency Branch. Bergeron is licensed to offer life and disability insurance through a partnership with Policy Genius Pro. Verde Capital Management provides investment management and advisory services to individuals, trusts, pension plans, charitable institutions, and business entities. The firm employs a combination of fundamental and technical analysis across a wide range of strategies and also offers tax preparation and multi-tiered financial coaching programs.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Kimberly A

Series 63, Series 65

Clarkston, MI

Verde Capital Management, Inc.

Kimberly Accurso is a financial advisor at Verde Capital Management, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo from 2016 to 2024. Verde Capital Management provides investment management and advisory services to individuals, trusts, pension plans, charitable institutions, and business entities. The firm employs a mix of fundamental and technical analysis across a range of strategies and offers discretionary and non-discretionary portfolio management along with financial planning, tax preparation, and multi-tiered financial coaching programs.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Riley M

Series 65

Clarkston, MI

Verde Capital Management, Inc.

Riley Manwaring is a financial advisor at Verde Capital Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Rocket Companies, Uber, Grubhub, DoorDash, and Cambrian Assisted Living. Verde Capital Management provides investment management and advisory services to individuals, trusts, pension plans, charitable institutions, and business entities. The firm employs a range of strategies from fundamental and technical analysis to options and futures trading, and offers additional services including tax preparation and multi-tiered financial coaching programs.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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