Verticus Advisors Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$692,331
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$115,389
About
Verticus Advisors Inc. serves individual and high‑net‑worth clients with discretionary portfolio management, financial planning, and integrated accounting and tax preparation services. The firm offers ongoing portfolio management with a written Investment Policy Statement and also provides standalone tax preparation, tax planning, and accounting services to both advisory and non‑advisory clients.
The firm’s investment process uses fundamental analysis and modern portfolio theory to construct long‑term portfolios, documents client risk tolerance in each Investment Policy Statement, and seeks best execution through a designated custodian. Portfolios are generally invested in mutual funds, ETFs (including precious‑metal and sector ETFs), equities, fixed income, REITs and non‑U.S. securities, with the firm disclosing the material risks associated with those asset classes.
A distinctive feature is that the firm’s principal is also an accountant and the advisory practice formally integrates tax preparation and accounting offerings—an uncommon combination among independent advisers. The firm is recently established, manages modest assets for a small number of clients, and requires clients to custody assets on a specified advisory platform that provides research and operational support.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Cash flow / budgeting
Fee options
Financial planning fixed fee between $1,500 and $5,000 (negotiable); fixed fee for tax preparation quoted prior to service, negotiable
$1 - $500,000: 1.35% annually $500,001 - $5,000,000: 0.95% annually $5,000,001+: 0.65% annually
$200/hr for tax planning and consulting; $200/hr for financial planning (non-negotiable)
Main office location
Verticus Advisors Inc.
Sandy UT, United States
Number of offices
1
Most active in
Verticus Advisors Inc. has reported serving >5 clients in these states in the last 12 months.
Utah
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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