Verify Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management along with ongoing and project‑based financial planning, and coordinates tax preparation and related services; it operates on a fee‑only basis and does not accept commissions or participate in wrap fee programs. Although the brochure lists individuals, high‑net‑worth clients, and charitable organizations as target client types, the firm reported no clients or assets under management as of the ADV filing.
Its investment approach emphasizes asset allocation grounded in Modern Portfolio Theory and a blend of passive and active strategies, with the ability to tailor portfolios for socially responsible investing. The brochure also discloses that the firm may incorporate alternative investments, including cryptocurrency exposure such as spot Bitcoin ETFs or direct holdings, when suitable for a client’s objectives.
Noteworthy attributes include a principal who holds the CFP® designation and a practice model that offers tax‑preparation coordination (including a tax‑prep credit for clients in ongoing planning engagements). The firm is newly formed and intentionally small, and a registered person maintains a part‑time outside consulting role, which may influence capacity and how services are delivered.
Client services
Expertise
Fee options
Initial financial plan fee up to $5,000; ongoing financial planning flat monthly fees $500 to $5,000; project-based planning fixed fees $1,000 to $10,000
1.00% annually
$400 per hour for project-based financial planning and tax preparation/planning if not ongoing financial planning client
Fee-only: Financial Planning services initial fee up to $5,000; ongoing financial planning monthly fee $500 to $5,000; project-based financial planning fixed fee $1,000 to $10,000 or hourly $400
Main office
Middleton ID
Advisors at this office
2
Most active in
California · Idaho · Texas
Also doing business as
Verify Wealth · Verify 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.
Forms ADV
Advisors at this firm
Kevin T
Series 65
Middleton, ID
Verify Wealth
Kevin Tucker is a financial advisor at Verify Wealth with a Series 65 credential and one year of industry experience. His background includes roles at several companies including InMoment, Inc. and Wolters Kluwer, Inc. Prior to his advisory career, he spent five years involved with Craftsman Woodfired Pizza. Verify Wealth provides investment management and financial planning services on a fee-only basis, emphasizing asset allocation using Modern Portfolio Theory alongside a blend of passive and active strategies. The firm serves individuals, high-net-worth clients, and charitable organizations, and may incorporate alternative investments such as cryptocurrency when appropriate.
Jessy G
CFP®, Series 66
Middleton, ID
Verify Wealth
Jessy Gilger is a CFP® with 11 years of industry experience, currently serving as an advisor at Verify Wealth. Before joining Verify Wealth, Gilger held roles at several firms including Sound Advisory LLC, Eagle Island Financial LLC, and Statheros Financial Solutions, Inc. Verify Wealth is a fee-only firm that offers investment management and financial planning services, coordinating tax preparation as part of its client offerings. The firm’s investment approach combines passive and active strategies with an emphasis on asset allocation based on Modern Portfolio Theory and can include alternative investments such as cryptocurrency when appropriate.
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