VERA-CPA, Inc. provides personalized financial planning services to individuals. This includes helping clients determine their financial objectives, manage cash flow, plan for taxes, review insurance, allocate assets, plan for education funding, retirement, and estate planning. VERA-CPA is a fee-only firm and does not sell financial products or receive commissions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
Annual Retainer:$750 - $5,750/year
One-Time Plan:$750 - $6,500
Hourly Rate:$250/hr
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