Veritable Financials LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Veritable Financials is a state-registered investment adviser formed in 2026 that provides discretionary and non‑discretionary portfolio management and written financial planning to individuals, families, high‑net‑worth clients, corporations, and trusts. The firm charges percentage‑of‑AUM advisory fees for investment management and offers fixed‑fee financial plans to non‑advisory clients while making planning complimentary for advisory clients.
The firm’s investment process centers on strategic asset allocation across five defined strategies—Conservative, Balanced, Moderate, Growth, and Aggressive—implemented with ETFs, mutual funds, individual equities, fixed income, and occasional structured notes; it also employs tax‑loss harvesting and ESG screening (beginning with the MSCI US ESG Select Index) as appropriate. Portfolios are monitored and rebalanced to target allocations (for example, with a typical +/-5% rebalancing trigger), and Veritable describes a primarily long‑term focus while permitting shorter‑term trades as client objectives or market conditions require.
Noteworthy distinctions include the firm’s non‑sole‑practitioner operational structure and its inclusion of educational seminars or workshops as part of client engagement, which are less common among independent peers. The brochure also discloses use of AI tools for marketing and meeting transcription with human oversight, a stated policy not to accept custody of client assets, and a practice of leaving proxy voting to clients.
Client services
Expertise
Fee options
Financial Planning fixed fees between $3,000 and $10,000 for non-advisory clients
$0 - $499,999: 2% $500,000 - $999,999: 1.5% $1,000,000 - $2,999,999: 1% $3,000,000 - $4,999,999: 0.70% $5,000,000+: 0.50%
Minimum fee: $5,000 minimum annual fee for accounts under $500,000 Fee-only: Financial Planning fixed fees ranging from $3,000 to $10,000 for non-advisory clients; complimentary for advisory clients
Main office
1650 Market Street, Suite 3600
Philadelphia PA 19103
Advisors at this office
1
Most active in
Pennsylvania · Texas
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
Quick links
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