Veridan Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Veridan Wealth is a fiduciary investment adviser that serves individuals (including high‑net‑worth clients), trusts, pension and charitable organizations with asset management, comprehensive portfolio management, standalone financial planning and retirement plan consulting. The firm manages both discretionary and non‑discretionary accounts and may engage sub‑advisors to manage portions of client portfolios.
The firm’s investment process emphasizes asset allocation and portfolio construction using a mix of fundamental, technical, quantitative and qualitative analysis and may include equities, fixed income, ETFs, options, mutual funds, alternative investments and REITs; portfolios are monitored and rebalanced regularly. Veridan discloses specific strategy risks and operational practices, including the use of margin borrowing in client accounts and the attendant monitoring and margin‑related risk disclosures.
Noteworthy relative to many peers, Veridan manages a substantial asset base (roughly $667 million) with a compact advisory team and a relatively small client roster, implying higher assets per client and a focus on customized portfolio management. The firm also explicitly documents operational arrangements with an institutional custodian and the uncommon practice—relative to most team firms—of employing borrowing in separately managed accounts and billing advisory fees on margined securities, a practice it discloses along with associated conflicts and risks.
Client services
Expertise
Fee options
Financial planning and consulting flat fees ranging from $500 to $25,000
Maximum annual fee not to exceed 1.00% for Asset Management and Comprehensive Portfolio Management services
Financial planning and consulting hourly fees up to $500
Fee-only: Financial planning and consulting fees charged on hourly basis up to $500/hour and flat fees ranging from $500 to $25,000
Main office
1742 Willamette Falls Dr
West Linn OR 97068
Advisors at this office
4
Most active in
Arizona · California · Oregon · Washington
Also doing business as
Veridan Wealth · Veridan Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Dustin F
Series 63, Series 66
West Linn, OR
Veridan Wealth
Dustin Fadenrecht is a financial advisor at Veridan Wealth with five years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Ameriprise and Key Bank. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations with asset management, comprehensive financial planning, and retirement plan consulting. The firm emphasizes asset allocation and portfolio construction using a combination of fundamental, technical, quantitative, and qualitative analysis across various asset classes, maintaining a substantial asset base with a focused advisory team and customized portfolio management.
Laura S
Series 66
West Linn, OR
Veridan Wealth
Laura Steagall Cissell is a financial advisor at Veridan Wealth with 22 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. She is involved in a business ownership role outside of her advisory work. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations. The firm focuses on asset allocation and portfolio construction using various analytical methods and manages both discretionary and non-discretionary accounts.
Melody R
Series 65, Series 66
West Linn, OR
Veridan Wealth
Melody Rice is a financial advisor at Veridan Wealth with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Ameriprise Financial Services from 2007 to 2024 before joining Veridan Wealth. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations with asset management, financial planning, and retirement plan consulting. The firm focuses on customized portfolio management using a combination of fundamental, technical, quantitative, and qualitative analysis across various asset classes.
Patrick H
Series 63, Series 65
West Linn, OR
Veridan Wealth
Patrick Haley is a financial advisor at Veridan Wealth with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Putnam Investments and Ameriprise prior to joining Veridan Wealth. Haley serves on the investment committee of Parkinson's Resources of Oregon, advising on endowment asset allocation. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations with asset management, portfolio management, financial planning, and retirement plan consulting. The firm focuses on customized portfolio construction and asset allocation using a combination of fundamental, technical, quantitative, and qualitative analysis.
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