Verus Financial Partners

Verus Financial Partners is a registered investment adviser firm established in July 1992 in Virginia. The firm primarily serves individuals and families, offering investment advisory services based on a fee-only structure. Clients can engage Verus Financial Partners for discretionary investment advisory services, financial planning, tax planning, and consulting services. The firm's fees are generally percentage-based on assets under management, with negotiable rates for financial planning and consulting services. Verus Financial Partners may recommend TD Ameritrade or Charles Schwab as broker-dealers/custodians, with additional fees for transactions. The firm does not accept performance-based fees, participates in wrap fee programs, or receive compensation from the sale of securities. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. Verus Financial Partners does not have any disciplinary actions, and the firm's assets under management were $837,027,897 as of December 31, 2022. The firm's Chief Compliance Officer, Julie Waitman, is available to address any client inquiries.