Verona Advisers
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
Verona Advisers provides non-discretionary, non-custodial financial advisory services to individuals, families, retirees and small business owners, delivering portfolio allocation education, retirement planning (including Social Security analysis and long-term stability modeling), financial-wellness coaching, and mortgage- and tax-related education (tax preparation and related services are provided outside the RIA). Clients receive written deliverables such as one-time reports and periodic reviews tailored to their goals and risk profile.
The firm follows a fee-for-service, flat-fee model and builds plans using fundamental and qualitative analysis, Modern Portfolio Theory concepts, long-term asset-allocation modeling, cash-flow projections, and behavioral coaching. Verona does not execute trades, exercise investment discretion, or custody client assets; implementation decisions remain with the client.
What is noteworthy for an investment-manager category firm is Verona’s emphasis on client education and retirement/pension advisory work — including credit education using CPFC/BCCC/CSCC principles, debt-mitigation and mortgage-readiness education — and its focus on serving non–high-net-worth individuals rather than primarily managing AUM. The firm also separates its advisory services from outside tax-preparation and insurance activities conducted under separate licenses and does not charge percentage-of-assets fees.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Independent fiduciary advisory services including investment, mortgage, insurance and annuity, retirement, credit, and financial
Independent fiduciary advisory services including investment, mortgage, insurance and annuity, retirement, credit, and financial
Expertise
Retirement income strategy
Social Security optimization
Income planning
Cash flow / budgeting
General tax planning
Occupation focus
Retired
Founder/Business Owner
Demographic focus
Parents
Fee options
Flat fees for advisory services as listed under fee_only
Monthly Plan: $250/month (3-month minimum); Annual Plan: $900/year (minimum $600 upfront)
Fee-only: One-Time Advisory Report: $400; Monthly Plan: $250/month (3-month minimum); Annual Plan: $900/year (minimum $600 upfront); Retirement Advisory: $400; Financial Wellness: $250; Mortgage Advisory: $600; Tax Services: $150–$500 depending on complexity
Main office location
Verona Advisers
7503 Atlantis Way, G301
Kissimmee FL 34747, United States
Number of offices
1
Most active in
Verona Advisers has reported serving >5 clients in these states in the last 12 months.
Florida
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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