V
Verab Financial Advisory LLC
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
VERAB Financial Advisory, LLC is a start‑up independent advisory firm that works with individual clients at early and late career stages who seek financial literacy, budgeting, retirement placement, and decision support. It provides personal finance services focused on one‑on‑one coaching, education, and guidance on investment choices and working with existing asset managers.
The firm’s approach emphasizes client education and structured decision‑support: it assesses personal financial state, needs, and risk tolerance and conducts analysis of individual company fundamentals using public and subscription research and AI tools. Advisors offer recommendations and guidance rather than taking custody or discretionary control; clients establish and execute trades through brokerages of their choice.
Notably, the firm does not provide portfolio management for individual accounts and does not charge percentage‑of‑assets‑under‑management fees, instead operating as an advice‑and‑education practice — a combination that is uncommon among independent peers. The principal brings an MBA and extensive corporate operations experience, and the firm intends to perform biannual plan reviews as part of its educational, client‑centered model.
Client services
Financial planning
Occupation focus
Retired
Demographic focus
FIRE (Financial Independence Retire Early)
Fee options
$100/hr for basic financial literacy and coaching; $150/hr for financial consultation on investment placement
Main office location
Verab Financial Advisory LLC
Phoenix AZ, United States
Number of offices
1
Most active in
Verab Financial Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
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
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