Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
195 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$627.8M

Fee Structure

Financial Planning:Investment management only
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Location

3600 N Outlet Parkway, Suite 200, Lehi, UT, 84043

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History

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.

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Other Business Activities

Veronica is an independent distributor of health products since 2018, but devotes minimal time to it. She also maintains her cosmetology license and manages a rental property, dedicating minimal time to each.

Employment History
Current Registrations
Solidarity Wealth, LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
M. S. Howells & CO.Broker
January 2022 - January 2023 · 1 yr
Wells Fargo Clearing Services, LLC
June 2018 - October 2021 · 3 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
April 2018 - October 2021 · 3 yrs 6 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Veronica Fox - Financial Advisor | TrueAdvisor