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Advisor

Tom Vetter

Vetter Planning · Randolph, New Jersey

Tom 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.

Percentage of assetsFixed fees Fee-only CFP

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Facts

FirmVetter 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
CredentialsCFP
Firm size1 employee
LinkedInProfile

How Tom's firm compares

  • Vetter Planning's average account is about $317,000, from its Form ADV (assets managed divided by 131 accounts).

What fee-only advisors charge in New Jersey

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Questions about Tom

Is Tom Vetter a fee-only financial advisor?

Yes. Tom Vetter is listed in the XY Planning Network directory (XYPN members are fee-only).

How does Tom charge for financial advice?

Tom's firm, Vetter Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Tom Vetter based?

Tom Vetter is based in Randolph, New Jersey.

What credentials does Tom Vetter hold?

Tom Vetter holds the CFP credential.

How much does Vetter Planning manage?

Vetter Planning reports $41.6M across 131 accounts in assets under management.

How do I contact Tom Vetter?

Contact details aren't on file yet. Search for Vetter Planning.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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