Verity Wealth Advisors, LLC

Verity Wealth Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Sausalito, California. On its latest Form ADV, filed January 15, 2026, it reports $279M in regulatory assets under management, 52 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	126742 · SEC file 801-62022
Office	One Harbor Drive Suite 300 Sausalito, CA 94965
Phone	(415) 561-3340
Website	www.veritywealth.com
Regulatory assets under management	$279M ($278M discretionary)
Individual clients	12 non-high-net-worth, 40 high-net-worth
Financial planning clients	26-50
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	January 15, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Sausalito

• Abunda Financial, LLC $103M
• Core Asset Management Company $45K
• The Investment and Philanthropy Corporation $28M
• Mathematica Capital Management, LLC $13M
• Delta Accumulation, LLC $332M
• Stafford Capital Management LLC $4.4M

See all 7 fee-only advisers in Sausalito →

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