Veritas Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Financial planning fees typically ranging from $1,200 to $15,000 depending on plan complexity; fees are negotiable
$0 - $2,000,000: 1.25% – 3.00% $2,000,000 - $5,000,000: 0.75% – 2.00% $5,000,000+: Negotiable
Commissions may be received separately from insurance product sales but are distinct from advisory fees
Financial planning hourly consultation available at $250 per hour (negotiable)
Performance fees subject to individualized negotiation with qualified clients; structured as flat percentage plus performance bonus based on gains with high water mark
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
See officeBaton Rouge LA
Advisors at this office
1
Offices (2)
Most active in
Louisiana
Also doing business as
Veritas Wealth Advisors, LLC · Veritas Wealth Advisors, LLC Of Louisiana
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.
Is not active or affiliated with:
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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
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, holding a Series 65 designation with one year of industry experience. Prior to joining Veritas Wealth Advisors in 2025, he spent twelve years at Brian Harris Auto Group. Veritas Wealth Advisors serves high-net-worth individuals, families, and businesses, offering active portfolio management alongside financial planning and business consulting. The firm employs a disciplined, rules-based investment process that integrates technical and fundamental analysis and proprietary strategies, typically managing assets on a discretionary basis with quarterly reviews.
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.
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