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- Custodian
- Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-13-2016
- Office Locations
- 1
Office Locations
About Vetter Planning
Vetter Planning is a fee-only RIA providing personalized financial planning and investment management to help clients build sustainable long-term plans and stay on track through regular review meetings. CFP-led, the firm supports retirement, tax and estate planning, insurance and charitable strategies, and builds portfolios primarily with public funds such as mutual funds and fixed income. Custody available at Schwab.
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Owner & Executives
THOMAS KEVIN VETTER
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #2915764
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,578,117 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,578,117 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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