Verity Wealth Advisors, LLC

VERITY Wealth Advisors LLC, established in 2003 by Evan Oliver, offers a range of financial advisory services tailored to client needs. Services include managed portfolios, ad-hoc financial advice, and private investment tracking. The firm emphasizes the importance of financial planning but also offers investment management-only agreements. VERITY previously managed a limited partnership for alternative investments but dissolved it in 2018. As of December 31, 2024, the firm supervised $237,478,260 in discretionary funds. Fees for wealth management services are tiered based on assets managed, with additional negotiation possible. Investment discretion allows VERITY to make decisions on securities, timing, and brokers, primarily using Charles Schwab & Co., Inc. as custodian. The firm does not charge performance-based fees and primarily serves high-net-worth individuals. Investment strategies focus on asset allocation, risk tolerance, and using index securities. VERITY does not provide tax or legal advice. The firm's ethical standards include a strict proxy voting policy and adherence to SEC regulations. Clients receive quarterly performance reports and have access to custodial reports from Schwab. VERITY maintains a transparent fee structure and has not been involved in any legal or disciplinary events since inception.