Thomas Vetter
Vetter Planning · Randolph, New Jersey
Thomas Vetter is a fee-only financial advisor at Vetter Planning in Randolph, New Jersey, who holds the CFP credential. Vetter Planning reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Thomas →
Facts
| Firm | Vetter Planning |
|---|---|
| Based in | Randolph, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $41.6M across 131 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, NY · CRD 2915764 |
| Exams passed | Series 63 (2014) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.vetterplanning.com |
How Thomas's firm compares
- Vetter Planning's average account is about $317,000, from its Form ADV (assets managed divided by 131 accounts).
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Thomas
Is Thomas Vetter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Vetter Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Vetter Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Vetter based?
Thomas Vetter is based in Randolph, New Jersey.
What credentials does Thomas Vetter hold?
Thomas Vetter holds the CFP credential.
Is Thomas Vetter registered with the SEC?
Yes. Thomas Vetter is registered as an investment adviser representative in NJ and NY (CRD 2915764), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Vetter Planning manage?
Vetter Planning reports $41.6M across 131 accounts in assets under management.
How do I contact Thomas Vetter?
Through Thomas's website, www.vetterplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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
- 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.
See something wrong? Request a correction. Read our methodology.