VERA-CPA, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
Social Security optimization
General tax planning
College savings (529s, UTMA, etc.)
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 location
VERA-CPA, Inc.
Lords Valley PA, United States
Number of offices
1
Most active in
VERA-CPA, Inc. has reported serving >5 clients in these states in the last 12 months.
New York · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")