Joseph Warner
Allvet Financial · Plano, Texas
Joseph Warner is a fee-only financial advisor at Allvet Financial in Plano, Texas. Joseph charges an ongoing planning fee and a percentage of assets (ongoing planning from $2,388 a year and 0.5% a year on the first tier of assets managed) and focuses on student loans and retirement planning.
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Specialties
Facts
| Firm | Allvet Financial |
|---|---|
| Based in | Plano, Texas |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $2,388 a year · 0.5% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.3M across 70 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6635392 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | allvetfinancial.com |
How Joseph's firm compares
- Ongoing planning starts at $2,388 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- Allvet Financial's average account is about $18,000, from its Form ADV (assets managed divided by 70 accounts).
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Questions about Joseph
Is Joseph Warner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Allvet Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges an ongoing planning fee and a percentage of assets.
How much does Joseph charge?
According to Allvet Financial's website, checked October 30, 2026: ongoing planning from $2,388 a year; 0.5% a year on the first tier of assets managed; no asset minimum.
Does Joseph work with clients virtually?
Yes. Allvet Financial says on its website that it works with clients remotely.
Where is Joseph Warner based?
Joseph Warner is based in Plano, Texas.
What does Joseph specialize in?
Joseph's specialties include student loans and retirement planning.
Is Joseph Warner registered with the SEC?
Yes. Joseph Warner is registered as an investment adviser representative in TX (CRD 6635392), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Allvet Financial manage?
Allvet Financial reports $1.3M across 70 accounts in assets under management.
How do I contact Joseph Warner?
Through Joseph's website, allvetfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Allvet Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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