Vetter Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$41,578,117
Clients
59
31% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
59
Very HighAverage account size
$704,714
About
Vetter Planning provides financial planning and portfolio management to individuals, families, charitable organizations, and businesses, serving about 59 clients and managing roughly $41.6 million in discretionary assets. The firm’s services include comprehensive and modular financial planning, investment consultation and management, retirement plan consulting and management, and educational workshops.
The firm delivers tailored engagements that range from single-topic “Quick Start” plans to broad comprehensive plans, and implements investment strategies on a discretionary basis while sometimes recommending third‑party money managers. Investment analysis draws on fundamental methods, Modern Portfolio Theory, technical and cyclical analysis, with ongoing monitoring and periodic reviews triggered by client changes, contributions/withdrawals, year‑end planning and market events.
Distinctive among many solo independent advisers, the firm provides retirement plan services to employer plan sponsors — including plan design and review, fee analysis, participant education and, in some cases, acting as an ERISA fiduciary and 3(38)-style investment manager with discretionary authority for plan trading. The combination of small‑firm, individualized financial planning and formal retirement plan management, plus regular educational programming, is an uncommon mix for a practice of this size.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
Charitable giving & philanthropy
Fee options
$0 - $250,000: Negotiable $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Monthly ongoing support fees range from $200 to $1,500, paid in advance.
Minimum fee: Financial planning fixed fee ranges from $3,000 to $12,000 per plan; monthly ongoing support fees range from $200 to $1,500. Fee-only: Fixed fees for financial planning ranging from $1,000 to $12,000 depending on service (Quick Start $1,000-$3,000; Comprehensive $3,000-$12,000). Monthly fees from $200 to $1,500 also offered.
Main office location
Vetter Planning
Randolph NJ, United States
Number of offices
1
Most active in
Vetter Planning has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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