$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
2 Employees
198 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-10-2025
- Office Locations
- 2
Office Locations
-- Manakin Sabot VA
-- Plano TX
About Allvet Financial
Allvet Financial provides comprehensive financial planning and investment management tailored to veterinarians—from new grads to practice owners approaching retirement. Services include goal-based planning, student loan and cash-flow strategy, and guidance through career and life transitions. Founder Dr. Meredith Jones, a former ER veterinarian, extends reach through the Veterinary Financial Podcast and webinars, with virtual consults available.
Team overview
-- AVG AGE
$633.4K AVG AUM / ADVISOR
$6.4K AVG AUM / CLIENT
0.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
Meredith Bailey Jones
Chief Compliance Officer, President
- CRD
- #7681191
- Ownership
- 75% or more
Available
Available
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J
Joseph Andrew Warner
--
- CRD
- #6635392
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,266,880 | $18,098 |
| Non-Discretionary | $0 | -- |
| Total | $1,266,880 | $18,098 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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