NP
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
331 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$695.4M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Investment advisory fees are based on the market value of assets under management and are billed quarterly, either in advance or arrears, at an annual rate up to 1.50%. Fees may be negotiable. Financial planning and consulting services are charged as a fixed engagement. Retirement plan advisory fees are paid monthly or quarterly, at an annual rate of up to 1.00% or a fixed annual rate.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
5001 Spring Valley Rd STE #545E, Dallas, TX, 75244
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Veracity Capital LLC
February 2025 - Present · 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
September 2020 - January 2025 · 4 yrs 4 mos
Fidelity Personal and Workplace Advisors
October 2019 - August 2020 · 10 mos
Fidelity Brokerage Services LLCBroker
February 2019 - January 2025 · 5 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.