Andrew Lai is a CFA-designated registered investment advisor at Verite Financial, LLC, based in Mckinney, TX, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Three one-hour meetings to guide clients in asset allocation, budget creation, and systematic investing, including an Investment Policy Statement: $599
One-Time Plan:$599
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Location
Mckinney, TX
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Verite Financial, LLC
January 2022 - Present · 4 yrs 4 mos
State Registrations1 state
TX
Advisor
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.
Exams
No exam information available for this advisor.