Veritas Financial Services, LLC

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Veritas Financial Services primarily provides advisory services to pooled vehicles and institutional clients while supporting individual investors through modular financial planning and referrals to third‑party money managers. The firm acts as a co‑adviser with outside managers and supplements its advisory work with educational materials such as newsletters and occasional seminars.

The firm’s investment approach emphasizes passive management grounded in Modern Portfolio Theory and the Efficient Markets Hypothesis, implemented through diversified allocations in no‑load mutual funds and ETFs. Veritas does not provide discretionary trading for client assets itself; instead it recommends, selects, and monitors third‑party money managers and periodically reviews other advisers to expand client options.

What is distinctive for Veritas relative to many peers is its regular publication of newsletters and hosting of educational seminars at no charge, and the availability of hourly financial consultations in addition to project‑based planning. The firm also operates a co‑advisory referral model in which the third‑party manager passes advisory compensation through to Veritas, a notable feature of how it is compensated and manages client relationships.

Client services

Financial planning Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Wealth management Passive / index investing

Fee options

Percentage

$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $4,000,000: 0.75% annually $4,000,001+: 0.50% annually

Project-based

Hourly rates range from $50 to $200 based on complexity and seniority

Other

Fee-only: Financial planning fees ranging from $500 to $1,500 based on complexity and hourly rates from $50 to $200

Main office location

Veritas Financial Services, LLC

506 E. Mill Street, Suite 101

Plymouth WI 53073, United States

Number of offices

Most active in

Florida · Minnesota · Virginia · Wisconsin

Disclosures

Business activities & affiliations

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 920-893-5262

Advisors at this firm

Asneth O

Series 65

Brooklyn Park, MN

Veritas Financial Services, LLC

Asneth Omare is a financial advisor at Veritas Financial Services, LLC with a Series 65 designation and three years of industry experience. She has worked at Veritas Financial Services and the State of Minnesota since 2021 and previously worked at Rainbow Health Minnesota from 2014 to 2021. Outside of her advisory role, Omare owns Omare Consulting, a nonprofit consulting business that assists organizations with program development and grant writing. Veritas Financial Services advises pooled and institutional clients primarily through co-advising and referring assets to third-party money managers, focusing on passive, diversified investment strategies based on Modern Portfolio Theory and the Efficient Markets Hypothesis. The firm also offers educational seminars and financial consultations as part of its service model.

General retirement planning Wealth management Passive / index investing

Margaret W

Series 63, Series 65

Plymouth, WI

Veritas Financial Services, LLC

Margaret Wittkopp is a financial advisor at Veritas Financial Services, LLC in Plymouth, WI, with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Veritas Financial Services since 2004. Outside of her advisory role, she owns and manages the firm’s office building through a separate investment property business. Veritas Financial Services advises pooled and institutional clients primarily by referring assets to third-party money managers, focusing on passive, diversified fund-of-funds strategies grounded in Modern Portfolio Theory and the Efficient Markets Hypothesis. The firm acts as a co-adviser, providing portfolio guidance, client reviews, and educational seminars while operating on an assets-under-advisement basis.

General retirement planning Wealth management Passive / index investing

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