Veritas FINPRO Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Veritas Finpro Advisor LLC provides investment management and comprehensive financial planning to individuals, including high-net-worth clients, and offers retirement-plan consulting and broader retirement-planning services. The firm implements portfolios for individual clients and may recommend model portfolios or outside managers to execute client strategies.
VFA operates as a fee-only adviser and typically manages discretionary accounts using asset-allocation principles, a mix of passive and active strategies, and methods informed by modern portfolio theory. For its planning engagements the firm uses fixed initial and recurring planning fees alongside AUM-based advisory fees for investment management.
Distinctive aspects include an affiliation with an accounting and tax-preparation firm that routinely cross-refers clients and may be contracted to provide tax services under separate compensation, with the firm’s principal devoting a majority of professional time to that affiliated practice. Management also includes a licensed insurance agent who does not sell insurance products through the firm; at the time of its initial Form ADV filing the firm reported no assets under management and it does not act as a private fund adviser.
Client services
Expertise
Fee options
Initial Comprehensive Financial Plan fee up to $8,500 (may be reduced or waived)
$1 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001+: 0.75%
Ongoing Financial Planning fees ranging from $200 to $700 per month, paid in advance, negotiable
Fee-only: Ongoing Financial Planning: $200 to $700 monthly, paid in advance; Initial Comprehensive Financial Plan Fee up to $8,500 (negotiable and may be waived)
Main office
94 Grove Street FL1
Somerville NJ 08876-1917
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Veritas Finpro Advisor · Veritas Finpro Advisor 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)