Verona Advisers provides flat-fee advice tailored to your financial situation, goals, and risk profile. Services include investment advice (portfolio allocation, risk assessment), retirement planning (income planning, Social Security analysis), and financial wellness (budgeting, debt strategies). Verona also offers mortgage advisory services for educational purposes only and tax preparation services outside of the registered investment advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Verona Advisers offers a one-time advisory report for $400. They also offer a monthly plan for $250/month (3-month minimum) and an annual plan for $900/year (minimum $600 upfront).
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