# Verum Partners LLC
Source: https://planprovider.pro/provider/verum-partners-llc

> Founded in 2019, Verum Partners LLC is an employee-owned, fee-only registered investment advisor based in Charlotte in the Carolinas’ largest metro area. The…

Retirement Plan Advisor

Charlotte, NC

## About Verum Partners LLC

<p>Founded in 2019, Verum Partners LLC is an employee-owned, fee-only registered investment advisor based in Charlotte in the Carolinas’ largest metro area. The firm reports $0.8B in assets under management (2026).</p>

<p>Verum Partners works with finance and investment professionals, executives, entrepreneurs, pre-retirees, and multi-generational families. Its work includes wealth management, financial planning, investment management, and tax-related planning support, with an emphasis on clear communication and practical action steps.</p>

<p>For employers, the firm provides <a href="/retirement-plans">retirement plan providers</a> support through 3(21) investment advice services, helping plan sponsors document decisions and maintain an organized investment process. Verum Partners is structured around advice rather than product sales, which is a key differentiator for clients who prefer a fee-only approach.</p>

<p>The firm is registered in Connecticut, Florida, Georgia, North Carolina, South Carolina, Tennessee, Texas, and Virginia, serving clients across the Southeast and beyond.</p>

<ul>
<li>Fee-only RIA; employee-owned</li>
<li>3(21) investment advice for retirement plans</li>
<li>Wealth management and financial planning</li>
<li>Investment management and tax planning support</li>
<li>Registered in CT, FL, GA, NC, SC, TN, TX, and VA</li>
</ul>

Website: [https://verumpartnership.com/](https://verumpartnership.com/)

Founded: 2019

## Office Locations

- Charlotte, NC (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $827.6M

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