Richard Vera is a PFS-designated registered investment advisor at Vera-Cpa, INC., based in Lords Valley, PA, with 2 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly Financial Planning - $250 per hour for limited scope engagements. Fees may be negotiable.
- Financial Planning Agreement - Yearly fee based on the client's assets, with a minimum fee of $750 per year. The minimum asset requirement is $37,500. Fees may be negotiable.
- Comprehensive Financial Planning Agreement - Yearly fee based on the client's net worth. The minimum fee is $2,250 for the first year and $1,500 thereafter. The minimum net worth is $112,500. Fees may be negotiable.
- Retainer Agreement - Annual fee of $250 per hour, calculated based on the expected scope of the effort. Fees are negotiable.
- Educational Seminars/Workshops - Fees range from free to $250. Fees are negotiable.
Location
Lords Valley, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is a shareholder at VERA-CPA Inc, providing tax preparation, forensic accounting, and business consultations, dedicating a few hours per week. He also serves as a finance committee member for Hemlock Farms Community Association and owns a rental property, spending minimal time on each. Richard is also a trustee for The National Foundation for Animal Rescue.
Employment History
Current Registrations
Vera-Cpa, INC.
Previous Registrations
Avantax Advisory Services
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.