Verify Wealth is a registered investment advisor founded in 2026 and based in Post Falls, Idaho. The firm offers personalized investment management, ongoing comprehensive financial planning, project-based financial planning, and tax preparation coordination. When managing investments, Verify Wealth creates customized asset allocation strategies using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments such as Bitcoin. The firm acts in the client's best interest, offering both discretionary and non-discretionary portfolio management. Verify Wealth does not have a minimum account size requirement and serves individuals, high-net-worth individuals, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may vary by client.