William F. Davis
Vericrest Private Wealth LLC
41 University Drive, Suite 400
Newtown, PA 18940
2155002359
About Vericrest Private Wealth LLC
Vericrest Private Wealth is an independent, fee-only financial advisor located in Bucks County, Pennsylvania serving the local area and beyond.
We offer complete investment management and financial planning services. Vericrest derives its investment strategy from many decades of academic research and generally constructs portfolios with passive indexes like exchange-traded funds (ETFs).
We are a fiduciary financial advisor firm and as such we follow the highest possible standard of care in our treatment of our clients. Every client receives a financial plan that is used as the financial "road map" to help guide recommendations on taxes, retirement, estate matters, cashflow and investments. Financial planning services are included in the management fee.
See Disclosures
General Information
Firm Start Year
No. of Employees
2-4
CRD#
5710523
Firm CRD#
311111
Name of Custodial Firm
Charles Schwab, Fidelity
States Licensed in
All
Years of Experience in Financial Services
6
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting, Tax Advice and Services, Financial Planning for Businesses
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CDFA®, APMA®
Securities Licenses
Series 63
Firm Information
Firm's Number of Clients
75
Firm's Number of Planning Clients
75
Firm's Number of Managed Clients
75
Assets Managed by Firm
$120,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Flat Fee, Based on Assets
Education
Bachelor's Degree -
La Salle University
09/1992 -05/1996
Master's Degree -
Temple University
8/2008 -1/2000
Financial Planning and Services -
The American College of Financial Services
05/2012 -09/2013
CERTIFIED FINANCIAL PLANNER (TM) -
CFP Board of Standards
05/2012 -09/2013
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892241/rothira-Vericrest-Private-Wealth-LLC-detailed-disclosure.html
Disclaimer
Vericrest Private Wealth LLC ("Vericrest") is an SEC registered investment advisory firm. The information provided herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or investment advisory service. Past performance is no guarantee of future results, and there is no guarantee that future investments will be profitable. While we believe that third party information provided is accurate, Vericrest does not guarantee or otherwise warrant such information. For more information please contact Vericrest or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov) to review important disclosures about our firm.