Joshua Garcia is a CFP-designated registered investment advisor at Veritas Financial Consulting LLC, based in Monrovia, CA, with 15 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 69 clients with $74M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Contact
Joshua Garcia
Location
100 East Huntington Drive, Suite 222, Monrovia, CA, 91016
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Joshua operates Veritas Financial Consulting, providing tax preparation services since 2019. During tax season, this takes about 10-20% of his time, including time during securities trading hours.
Employment History
Current Registrations
Veritas Financial Consulting LLC
Previous Registrations
Garrett Investment Advisors, LLC
First Financial Consulting
Edward Jones
State Registrations3 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.
Exams
Additional Information
Josh was an advisor with a Fee-Only financial planning firm in Pasadena and spent time at Merrill Lynch and Edward Jones. He also proudly served over 6 years as an active duty Air Force Officer where he received the Defense Meritorious Service Medal. In all his positions – from financial services to his various military assignments – Josh has developed a lengthy reputation for honesty, commitment and service.