V
Verite Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
Verité Financial provides one-time financial planning for individual households through a structured three-meeting engagement that covers asset allocation, household budgeting, and a delivered Investment Policy Statement (IPS). The firm’s service is advice-only: it does not execute trades, hold custody of client assets, or provide ongoing account reviews.
Its investment guidance is grounded in the principal’s formal finance training and emphasizes diversification, low-cost index funds, buy-and-hold principles, and systematic investing, with budgeting and debt-paydown used to determine investable cash flow. Clients are given a customized IPS and are expected to implement recommendations themselves; the firm does not exercise investment discretion or manage client portfolios.
What is distinctive is the narrow, implementation-independent delivery model: a single, flat-fee planning engagement rather than an ongoing or percentage-of-assets relationship, and no custody, brokerage recommendations, or transaction services. The combination of a concise three-session structure, a written IPS, and the option for a follow-up meeting reflects an atypical, limited-scope approach compared with many peers.
Client services
Financial planning
Expertise
Cash flow / budgeting
Income planning
Passive / index investing
Fee options
Flat fee of $599 for the financial planning service
Fee-only: Flat fee of $599 for the financial planning service
Main office location
Verite Financial, LLC
Mckinney TX, United States
Number of offices
1
Most active in
Verite Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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