Brad Matos
Brad Matos is a registered investment advisor at Achieving Veritas LLC, based in St. Augustine, FL, with 2 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 61 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Veritas may negotiate a lower fee. The fees for Triad Wealth Partners are included in Veritas's fee, but the fees for other managers are an extra charge, not to exceed 2.00% combined.
Fee Estimator
Location
1301 Plantation Island Drive S., Suite 201B, St. Augustine, FL, 32080
Get directionsHistory
Regulatory History (1)
Financial
January 2020Other Business ActivitiesSells Insurance
Brad works as an insurance agent for Totus Tuus Consulting, dedicating about half of his time to insurance sales since January 2024. He also works in operations, payroll, and accounting for International Languages Service, Inc., spending about 10-20% of his time there.
Employment History
Current Registrations
Achieving Veritas LLC
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.