Verde Wealth Group, LLC

Verde Wealth Group provides financial planning and consultative services to individuals, business owners, trusts, estates, pension plans and corporations under written financial planning agreements. The firm does not manage client assets through its RIA and may assist clients with implementation by referring to or coordinating with affiliated investment advisers, a broker‑dealer, or insurance agencies.

The firm follows a personalized, holistic planning process that documents client goals and integrates retirement, cash‑flow, risk management, estate and insurance considerations before recommending implementation. Verde also offers educational seminars and workshops for clients and prospective clients and assists in selecting and monitoring third‑party money managers rather than exercising discretionary portfolio management itself.

Notably, Verde’s advisory practice does not rely on percentage‑of‑assets fees and generally does not provide portfolio management, custody, or discretionary investment services as an RIA, using flat or hourly planning arrangements and affiliate relationships instead. The brochure discloses material affiliations with Valmark entities and an insurance agency, and indicates that its investment adviser representatives also serve as registered representatives and insurance agents; the firm’s principal also holds legal and tax credentials in addition to a CFP designation, features the firm identifies and discloses as potential conflicts to be managed.