VERA-CPA, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
VERA-CPA, Inc. is a fee-only CPA firm that provides financial planning and related accounting services to individuals, trusts, estates, charitable organizations, and business entities, including tax preparation, bookkeeping, and forensic accounting. The brochure describes both limited-scope (hourly) and comprehensive planning engagements and notes the firm does not sell commissioned products or act as custodian for client assets.
The firm’s advisory work focuses on written financial plans and strategic asset allocation using a core-and-satellite approach, often recommending passive index funds and ETFs as core holdings and employing MoneyGuidePro and Morningstar for analysis and monitoring. Engagements are offered as hourly, fixed annual (retainer) or flat-fee agreements rather than percentage-of-assets arrangements, and the firm does not accept discretionary trading authority or performance-based fees.
Compared with many firms in the investment-manager category, VERA-CPA is distinctive for operating as an accounting practice that integrates tax and forensic accounting with financial planning, offering educational seminars or workshops, and explicitly stating it currently has no clients or assets under management. The brochure also discloses a planned succession arrangement to acquire another advisory firm’s clients under a staged transition and compensation schedule, a structural element that may affect future client onboarding.
Client services
Expertise
Fee options
Retainer Agreement annual fixed fee based on expected hours ($250/hour); Educational seminars/workshops fees range from pro bono to $250
$0 - $500,000: $750 yearly fee (Financial Planning Agreement) $500,001 - $1,000,000: $1,000 yearly fee (Financial Planning Agreement) $1,000,001 - $1,500,000: $1,500 yearly fee (Financial Planning Agreement) $1,500,001 - $2,000,000: $2,000 yearly fee (Financial Planning Agreement) $2,000,001 - $2,500,000: $2,500 yearly fee (Financial Planning Agreement) $2,500,001 - $3,000,000: $3,000 yearly fee (Financial Planning Agreement) $3,000,001 - $3,500,000: $3,500 yearly fee (Financial Planning Agreement) $3,500,001 - $4,000,000: $4,000 yearly fee (Financial Planning Agreement) $4,000,001 - $4,500,000: $4,500 yearly fee (Financial Planning Agreement) $4,500,001 - $5,000,000: $5,000 yearly fee (Financial Planning Agreement) $5,000,001+: fee depends on complexity (Financial Planning Agreement) $0 - $500,000: $2,250 year one; $1,500 after year one (Comprehensive Financial Planning Agreement) $500,001 - $1,000,000: $2,500 year one; $1,750 after year one (Comprehensive Financial Planning Agreement) $1,000,001 - $1,500,000: $3,000 year one; $2,250 after year one (Comprehensive Financial Planning Agreement) $1,500,001 - $2,000,000: $3,500 year one; $2,750 after year one (Comprehensive Financial Planning Agreement) $2,000,001 - $2,500,000: $4,000 year one; $3,250 after year one (Comprehensive Financial Planning Agreement) $2,500,001 - $3,000,000: $4,500 year one; $3,750 after year one (Comprehensive Financial Planning Agreement) $3,000,001 - $3,500,000: $5,000 year one; $4,250 after year one (Comprehensive Financial Planning Agreement) $3,500,001 - $4,000,000: $5,500 year one; $4,750 after year one (Comprehensive Financial Planning Agreement) $4,000,001 - $4,500,000: $6,000 year one; $5,250 after year one (Comprehensive Financial Planning Agreement) $4,500,001 - $5,000,000: $6,500 year one; $5,750 after year one (Comprehensive Financial Planning Agreement) $5,000,001+: fee depends on complexity (Comprehensive Financial Planning Agreement)
$250 per hour for Hourly Planning Agreement and Retainer Agreement; fees negotiable
Account minimum: $37,500 minimum investable assets for Financial Planning Agreement; $112,500 minimum net worth for Comprehensive Financial Planning Agreement; $750 minimum for Hourly Planning Agreement (3 hours at $250/hr); $750 minimum for Retainer Agreement (3 hours at $250/hr) Minimum fee: Financial Planning Agreement minimum fee $750/year; Comprehensive Financial Planning Agreement minimum fee $2,250 for year one; Hourly Planning Agreement minimum $750 (3 hours at $250/hour); Retainer Agreement minimum $750/year (3 hours at $250/hour) Fee-only: Fee-only financial planning firm; no commissions or product sales; fees include hourly, fixed yearly fees, and retainer agreements
Main office
Lords Valley PA
Advisors at this office
1
Most active in
New York · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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