Verity Wealth Advisors, LLC
Verity Wealth Advisors, LLC (CRD# 126742) is a financial advisory firm headquartered in Sausalito, CA. They manage $117,592,952 in 149 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management118MILLION
Total Number of Accounts149ACCOUNTS
Average Account Value$789,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Robert Oliver (CRD# 2407919) is an Investment Advisor Representative working at Verity Wealth Advisors, LLC in Sausalito, CA and has over 23 years of experience in the finance industry. Robert Oliver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.