Verticus Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Verticus Advisors Inc. serves individual and high‑net‑worth clients with discretionary portfolio management, financial planning, and integrated accounting and tax preparation services. The firm offers ongoing portfolio management with a written Investment Policy Statement and also provides standalone tax preparation, tax planning, and accounting services to both advisory and non‑advisory clients.
The firm’s investment process uses fundamental analysis and modern portfolio theory to construct long‑term portfolios, documents client risk tolerance in each Investment Policy Statement, and seeks best execution through a designated custodian. Portfolios are generally invested in mutual funds, ETFs (including precious‑metal and sector ETFs), equities, fixed income, REITs and non‑U.S. securities, with the firm disclosing the material risks associated with those asset classes.
A distinctive feature is that the firm’s principal is also an accountant and the advisory practice formally integrates tax preparation and accounting offerings—an uncommon combination among independent advisers. The firm is recently established, manages modest assets for a small number of clients, and requires clients to custody assets on a specified advisory platform that provides research and operational support.
Client services
Expertise
Fee options
Financial planning fixed fee between $1,500 and $5,000 (negotiable); fixed fee for tax preparation quoted prior to service, negotiable
$1 - $500,000: 1.35% annually $500,001 - $5,000,000: 0.95% annually $5,000,001+: 0.65% annually
$200/hr for tax planning and consulting; $200/hr for financial planning (non-negotiable)
Main office
Sandy UT
Advisors at this office
1
Most active in
Texas · Utah
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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