Verisail Partners, LLC

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Client assets under management

$282,798,000

Clients

262

0% high-net worth

Advisors

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$1,079,382

About

Verisail Partners provides comprehensive financial planning and investment management to individuals, families, businesses, and retirement plans. Client engagements typically begin with an initial financial planning process and proceed to ongoing investment management and implementation services, with Held-Away Asset Management available for accounts maintained at other custodians.

The firm follows a top-down, asset-allocation-centered investment process and documents client objectives in an Investment Policy Statement; it explicitly employs a factor-based approach, citing the Fama–French three-factor model, and implements allocations using individual securities, mutual funds, and ETFs. Most accounts are managed on a discretionary basis, portfolios and models are reviewed by an investment committee quarterly, and clients have access to online reporting through Blueleaf.

Distinctive features in the brochure include an affiliated advisory resource: an investment adviser representative who is a licensed certified public accountant and who performs limited accounting and tax services outside the firm. Verisail also describes a formal HAAM process that can include client-authorized login access to held-away retirement accounts, together with documented compliance controls (a written code of ethics, fiduciary acknowledgments, and absence of performance-fee arrangements).

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Income planning Multi-generational wealth transfer College savings (529s, UTMA, etc.) Factor investing / smart beta

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Flat fees may be charged for retirement plan services and stand-alone consulting; specific amounts disclosed in service agreement or engagement letter

Percentage

$0 - $250,000: 1.50% $250,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: .75% $5,000,001+: .50%

Project-based

$150/hour to $450/hour depending on engagement for stand-alone financial planning, consulting, and other projects

Other

Account minimum: $500,000 Minimum fee: $6,250 per year minimum fee (may be waived or reduced)

Main office location

Verisail Partners, LLC

5256 Peachtree Road, Suite 170

Chamblee GA 30341, United States

Number of offices

Most active in

Florida · Georgia · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 404-220-7662

Advisors at this firm

Taylor S

CFP®, Series 65

Chamblee, GA

Verisail Partners, LLC

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.

Retirement income strategy Income planning Multi-generational wealth transfer College savings (529s, UTMA, etc.) Factor investing / smart beta Founder/Business Owner Retired

Scott V

CFP®, CFA®, Series 65

Chamblee, GA

Verisail Partners, LLC

Scott Voigt is a CFP®, CFA®, and Series 65-licensed advisor with 15 years of industry experience. He has been with Verisail Partners, LLC since 2010. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.

Retirement income strategy Income planning Multi-generational wealth transfer College savings (529s, UTMA, etc.) Factor investing / smart beta Founder/Business Owner Retired

Bradford G

CFP®, Series 65

Chamblee, GA

Verisail Partners, LLC

Bradford Gilliam is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Verisail Partners, LLC and also owns Rooted Landscape, a landscaping business he has operated since 2017. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.

Retirement income strategy Income planning Multi-generational wealth transfer College savings (529s, UTMA, etc.) Factor investing / smart beta Founder/Business Owner Retired

Thaddeus G

CFP®, CFA®, Series 66

Chamblee, GA

Verisail Partners, LLC

Thaddeus Gilliam is a CFP® and CFA® with 15 years of experience in financial advising. He has been with Verisail Partners, LLC since 2010. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.

Retirement income strategy Income planning Multi-generational wealth transfer College savings (529s, UTMA, etc.) Factor investing / smart beta Founder/Business Owner Retired

Tracie H

CFP®, Series 65

Oviedo, FL

Verisail Partners, LLC

Tracie Handberg is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Verisail Partners, LLC. She has two years of industry experience, including prior work at Stonebridge Financial Planning Group, LLC. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm uses a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model, managing portfolios on a discretionary basis with a focus on multi-year holding periods.

Retirement income strategy Income planning Multi-generational wealth transfer College savings (529s, UTMA, etc.) Factor investing / smart beta Founder/Business Owner Retired

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