Verity Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Verity Wealth Advisors serves primarily individual clients, including high-net-worth and non‑HNW households, and also works with a limited number of entities such as retirement plans and trust accounts. The firm provides discretionary portfolio management, comprehensive financial planning, ad‑hoc hourly consulting, and a privates‑tracking service for client investments that Verity does not directly manage.
Investment programs are tailored to each client’s role in their overall financial picture, tolerance for risk, and return objectives, with target asset allocations implemented largely through index or index‑like securities and periodic rebalancing; the firm emphasizes fixed‑income allocations as a buffer against principal volatility. Verity previously used Schwab’s Institutional Intelligent Portfolios for a subset of accounts through 2024 but now manages affected accounts on its traditional discretionary platform and does not currently offer automated advisory programs.
Distinctive features include a relatively large asset base (about $279 million) overseen by a two‑advisor team with a small client roster, and the firm operates multiple offices despite its compact advisory headcount. Verity also provides dedicated privates‑tracking services, maintains sub‑advisory arrangements for municipal bond management, and directs clients to custody at a single institutional custodian while sending proxy materials directly to clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
Flat fee arrangements available for some clients; limited number charged a fixed dollar fee regardless of assets managed; flat fee for privates tracking engagements based on scope
$0 - $1,666,667: Flat fee of $10,000 $1,666,667 - $5,000,000: $10,000 plus 0.60% of assets managed over $1,666,667 $5,000,000 - $20,000,000: $30,000 plus 0.20% of assets managed over $5,000,000 $20,000,000+: $60,000 plus 0.15% of assets managed over $20,000,000
$420 per hour for consulting clients
Account minimum: $1,666,667 and below have a flat fee of $10,000 indicating no strict minimum beyond this level Minimum fee: $10,000 minimum fee for accounts $1,666,667 and below
Main office
One Harbor Drive, Suite 300
Sausalito CA 94965
Advisors at this office
2
Most active in
California · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Ryan B
Series 65
Sausalito, CA
Verity Wealth Advisors, LLC
Ryan Beckler is a financial advisor at Verity Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has been with Verity Wealth Advisors since 2022. Verity Wealth Advisors serves primarily individual clients, including high-net-worth and non-HNW households, as well as a limited number of entities such as retirement plans and trust accounts. The firm offers discretionary portfolio management, comprehensive financial planning, and a privates-tracking service, focusing on tailored investment programs implemented largely through index securities and emphasizing fixed-income allocations to manage principal volatility.
Robert O
CFP®, CFA®, Series 63
Sausalito, CA
Verity Wealth Advisors, LLC
Robert Oliver is a CFP® and CFA® with 22 years of experience in financial advising. He has been with Verity Wealth Advisors, LLC since 2003. Verity Wealth Advisors primarily serves individual clients, including both high-net-worth and non-HNW households, as well as a limited number of entities such as retirement plans and trust accounts. The firm offers discretionary portfolio management, comprehensive financial planning, and a privates-tracking service, focusing on tailored investment programs that emphasize fixed-income allocations to manage principal volatility.
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