Veritas Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,557,429
Total clients
23
70% high-net worth
Total advisors
2
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
12
Average account size
$1,459,019
About
Veritas Wealth Advisors is a small wealth management firm that provides asset management, comprehensive and limited financial planning, hourly consultations, and business consulting to individuals, families, closely held businesses and corporations. The firm also implements insurance and annuity recommendations for clients through advisers who act as licensed insurance agents, with insurance compensation reported as separate from advisory fees.
The firm’s investment process combines technical and fundamental analysis and offers several disciplined strategies (Core ETF, Adaptive Allocation, Core Equity, and Growth) that can include tactical allocations, substantial cash positions, ETFs, leveraged ETFs and, with client authorization, equity options. Accounts are managed on an individualized basis with periodic rebalancing and reviews, and Veritas emphasizes multi-year performance measurement (3–5 year horizons) and ongoing client contact.
Compared with many independent solo advisers, Veritas’s brochure discloses that it will negotiate performance‑based fee arrangements with qualified clients and uses a high‑water‑mark bonus structure for such arrangements, with stated procedures to address allocation conflicts. The firm’s combination of insurance implementation capability, service to profit‑sharing/pension clients and owners of closely held businesses, and willingness to use incentive fee structures distinguishes it from most peers of similar size.
Client services
Expertise
Occupation focus
Fee options
Comprehensive financial planning fees charged as flat fees (typically $1,200 to $15,000), payable via various arrangements; limited scope planning fees also flat fee or hourly, negotiable
$0 - $2,000,000: 1.25% - 3.00% $2,000,000 - $5,000,000: 0.75% - 2.00% $5,000,000+: Negotiable
Insurance commission compensation is separate and distinct from advisory fees; insurance agents affiliated with firm may receive commissions
Hourly financial consultation rate is $250/hour, negotiable depending on complexity
Performance-based fees negotiated individually with qualified clients; structured as a flat % of AUM plus bonus based on realized/unrealized gains with high water mark provision
Account minimum: $10,000 annually for combined investment management and financial planning services Minimum fee: Minimum fee of $10,000 annually for combined investment management and financial planning services Fee-only: Financial planning fees typically range from $1,200 to $15,000 for comprehensive plans; limited scope planning fees are negotiable; hourly consultation rate is $250/hour (negotiable)
Main office location
Veritas Wealth Advisors, LLC
Baton Rouge LA, United States
Number of offices
2
Most active in
Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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