Veritas Wealth Advisors, LLC

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Client assets under management

$28,553,831

Clients

70% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$1,241,471

About

Veritas Wealth Advisors serves high‑net‑worth individuals, families, and businesses, with active portfolio management as its principal offering and supplemental financial planning and business consulting as needed. The firm manages roughly $35.8 million for a small roster of clients and typically custodies assets through Interactive Brokers.

Veritas employs a disciplined, rules‑based investment process that combines technical and fundamental analysis and implements proprietary strategies, including an adaptive allocation algorithm and tactical sector rotations. Most accounts are managed on a discretionary basis, reviewed at least quarterly, and certain strategies may use tactical cash positions or, with client authorization, equity options and concentrated equity allocations.

Noteworthy deviations from many peers include the firm’s ability to negotiate performance‑based fee arrangements with qualified clients (structured under the Adviser Act exemption) and the fact that the managing member and some employees act as licensed insurance agents and can implement insurance or annuity solutions for clients for separate compensation. The firm also emphasizes an owner‑managed, low‑volume business model that provides direct advisor access and targeted consulting for clients with concentrated business interests.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Tax-loss harvesting

Fee options

Fixed

Financial planning fees typically ranging from $1,200 to $15,000 depending on plan complexity; fees are negotiable

Percentage

$0 - $2,000,000: 1.25% – 3.00% $2,000,000 - $5,000,000: 0.75% – 2.00% $5,000,000+: Negotiable

Commissions

Commissions may be received separately from insurance product sales but are distinct from advisory fees

Project-based

Financial planning hourly consultation available at $250 per hour (negotiable)

Performance-based

Performance fees subject to individualized negotiation with qualified clients; structured as flat percentage plus performance bonus based on gains with high water mark

Other

Account minimum: $10,000 (minimum annual fee for clients using both investment management and financial planning services) Minimum fee: Minimum annual fee of $10,000 for clients using both investment management and financial planning services Fee-only: Fees based on assets under management and financial planning fees; no commissions included for investment management services

Main office location

Veritas Wealth Advisors, LLC

Baton Rouge LA, United States

Number of offices

Most active in

Louisiana

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

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

Website 225-751-1899

Advisors at this firm

Christopher N

Series 65

Baton Rouge, LA

Veritas Wealth Advisors, LLC

Christopher Nicolich is a financial advisor at Veritas Wealth Advisors, LLC in Baton Rouge, LA. He holds the Series 65 designation and has been with Veritas Wealth Advisors since 2025. Prior to his current role, he worked at Brian Harris Auto Group for 12 years. Veritas Wealth Advisors is a small independent wealth management firm serving individuals, families, closely held businesses, and corporations. The firm offers asset management, financial planning, business consulting, and insurance implementation, using a combination of technical and fundamental analysis across several disciplined investment strategies tailored to individual accounts.

Active portfolio management Options & derivatives strategies Tax-loss harvesting

Anthony N

Series 63, Series 65

Baton Rouge, LA

Veritas Wealth Advisors, LLC

Anthony Nicolich is a financial advisor with Veritas Wealth Advisors, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Veritas Wealth Advisors since 2005. Nicolich also works as an independent insurance agent for various insurance companies. Veritas Wealth Advisors is an independent firm that serves individuals, families, businesses, and corporations with asset management, financial planning, and business consulting. The firm employs a disciplined investment approach combining technical and fundamental analysis and offers customized strategies with periodic reviews and multi-year performance measurement.

Active portfolio management Options & derivatives strategies Tax-loss harvesting

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