VERDE WEALTH GROUP, LLC

Overview

Verde Wealth Group, LLC is a small, limited liability advisory firm that positions itself around financial planning, pension consulting and educational seminars/workshops. The firm operates on an hourly and fixed-fee model rather than percentage-based asset fees, which signals a focus on project-based planning work, one-off engagements and client education rather than traditional ongoing discretionary asset management. The firm is classified as an unclassified adviser and is owned by an individual. It does not identify as an active ESG investor, is not a multi-state adviser, and is not a capital allocator. Advisory activity listings emphasize financial planning and pension consulting, and the firm runs seminars and workshops as part of its client-facing services. Although pension consulting is listed among its advisory activities, the firm is not designated as a pension consultant in its regulatory snapshot.

Assets & Accounts

Location & Offices