Edward
Hoppe

Verus Financial Partners

CRD#4865237
Investment Advisor
in Richmond, VA

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About this Advisor

Edward Hoppe is a financial advisor based in Richmond, Virginia, working with Verus Financial Partners. Edward has previously held a position at Verus Financial Partners, Inc. Edward is registered to provide services in Virginia. Currently, Edward is part of Verus Financial Partners, which operates out of Richmond, Virginia. The firm has one office and employs 20 individuals. The firm manages assets totaling $920.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Verus Financial Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9030 Stony Point Parkway Suite 160
Richmond, VA 23235

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Verus Financial Partners Brokerage Details

Total Assets Under Management

$920,759,221

VA Average: $1,835,309,194
Total Number of Employees

20

VA Average: 32
Total Number of Accounts

1,901

VA Average: 1,458
Average Account Size

$484,355

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Edward Hoppe Work History

2012 - Present (12 years)

Verus Financial Partners, Inc

Disclosures

Please visit the SEC profile of Edward Hoppe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Verus Financial Partners

Tyler Snow
Richmond, VA
Lindsey Hadfield
Bozeman, MT
Edward Hoppe
Richmond, VA
Julie Waitman
Richmond, VA
David Kozlowski
Richmond, VA
Jacob Fram
Richmond, VA
William Lagos
Richmond, VA
Sloan Chittenden
Richmond, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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