Phoenix-Veritas Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Phoenix-Veritas Wealth Management provides financial planning and investment advice primarily through publications and digital content, serving self-directed investors and individuals seeking education and consultation. The firm distributes articles, podcasts and videos via its website and social platforms and also offers one-on-one consultations, while not acting as custodian or exercising investment discretion over client assets.
The firm uses both fundamental and technical analysis and addresses topics such as budgeting, portfolio construction, behavioral biases, trading strategies and risk management to help clients form and implement investment decisions. Consultations are billed on an hourly basis with an initial exploratory meeting offered free, and advice is intended for investors who retain implementation control and custody.
Distinctive features include a clear educational emphasis and content distribution strategy — including use of Coursera, YouTube, TikTok and other social media — plus the availability of seminars/workshops and periodical-style materials in addition to consultations. Phoenix-Veritas also refers clients to other advisers for active management without accepting referral fees and relies on hourly fees rather than percentage-of-assets arrangements, a model less common among firms in its category.
Client services
Financial planning
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Cash flow / budgeting
Income planning
General tax planning
Fee options
$100 per hour
Fee-only: $100 per hour
Main office location
Phoenix-Veritas Wealth Management
Staten Island NY, United States
Number of offices
1
Most active in
Phoenix-Veritas Wealth Management has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Quick links
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