Verus Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Verus Wealth Management, LLC provides fee-only wealth management and financial planning to individuals, high-net-worth individuals, trusts and estates, donor-advised funds, and small businesses. The firm offers discretionary investment management across stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents, and delivers both ongoing and project-based financial planning engagements.
The adviser frames portfolios using modern portfolio theory and an asset-allocation approach, often emphasizing passive index funds and ETFs while retaining the option to engage third-party Outside Managers; clients grant limited discretionary authority for trade execution. Wealth management clients receive a written financial plan at no additional fee, and accounts are reviewed quarterly with trade execution and custody handled through third-party custodians.
Notably, the firm uses borrowing in separately managed accounts — a relatively uncommon practice among independent advisers — and maintains custody relationships with Charles Schwab, Interactive Brokers, and Altruist, platforms that can support margin or lending where appropriate. The firm is led by a CPA-licensed founder, does not aggregate or block trades for multiple clients, and offers planning as both ongoing fixed-fee engagements and standalone project-based engagements.
Client services
Expertise
Fee options
Project-Based Financial Planning fees range from $4,000 to $10,000.
$0 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.45% $10,000,001+: 0.30%
Ongoing Financial Planning fixed fees from $1,000 to $2,500 quarterly in advance.
Minimum fee: Minimum quarterly advisory fee of $1,500 ($6,000 annually) for Wealth Management services Fee-only: Ongoing Financial Planning: fixed fees ranging from $1,000 to $2,500 paid quarterly in advance; initial fee up to $1,500 (may be reduced or waived). Project-Based Financial Planning: fixed fees ranging from $4,000 to $10,000 paid upon completion.
Main office
2071 D Lawrence Drive
De Pere WI 54115
Advisors at this office
1
Most active in
California · Wisconsin
Also doing business as
Verus Wealth Management · Verus Wealth Management, LLC
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.
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