A complete list of active advisors currently associated with Verite Financial, LLC

Warmer can help you find a great advisor at Verite Financial, LLC or one who fits your needs even better.

Verité Financial provides one-time financial planning for individual households through a structured three-meeting engagement that covers asset allocation, household budgeting, and a delivered Investment Policy Statement (IPS). The firm’s service is advice-only: it does not execute trades, hold custody of client assets, or provide ongoing account reviews. Its investment guidance is grounded in the principal’s formal finance training and emphasizes diversification, low-cost index funds, buy-and-hold principles, and systematic investing, with budgeting and debt-paydown used to determine investable cash flow. Clients are given a customized IPS and are expected to implement recommendations themselves; the firm does not exercise investment discretion or manage client portfolios. What is distinctive is the narrow, implementation-independent delivery model: a single, flat-fee planning engagement rather than an ongoing or percentage-of-assets relationship, and no custody, brokerage recommendations, or transaction services. The combination of a concise three-session structure, a written IPS, and the option for a follow-up meeting reflects an atypical, limited-scope approach compared with many peers.

To learn more about the advisors currently working at Verite Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Andrew Lai	McKinney, TX	4

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