Denny Rudolph
Denny Rudolph is a registered investment advisor at Verus Capital Partners, LLC, based in Scottsdale, AZ, with 21 years of industry experience. Denny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
8300 N Hayden Rd, Suite A207, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (2)
Financial
July 2024Financial
May 2023Other Business ActivitiesSells Insurance
Denny works as an investment adviser representative for Southern Heritage Financial Group and Heritage Wealth Management, LLC, spending well over full-time hours on these activities. He also sells fixed insurance products and works as a consultant in the music industry, dedicating a few hours per week to each.
Employment History
Current Registrations
Verus Capital Partners, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Heritage Wealth Management, LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.