Verde Wealth Group offers financial planning and consultative services to individuals, business owners, trusts, estates, pensions, and corporations. Verde works with clients to develop a written financial plan or provide consulting services on specific issues. Verde does not provide asset management services directly but may assist clients in selecting other investment advisors through advisory affiliates.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Plans, Consultative Services and project-based work: Fees are based on the scope and complexity of the work involved combined with the time necessary to complete the services. Fees will either be flat or hourly fee. Flat fees may range from $2,500 to $50,000 with an initial $500 deposit upfront, and the remainder due upon delivery of the plan for financial planning or receipt of the invoice for consultative services.
- Hourly fee rate of $550 an hour for Financial Planning provided in connection with the preparation of a Financial Plan.
One-Time Plan:$2,500 - $50,000
Hourly Rate:$550/hr
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