Firm
Allvet Financial
Plano, Texas
Fee-only
Allvet Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 117 individual clients.
- Its average account is about $18,000 (assets it manages divided by its 70 accounts).
- Its ongoing planning fee starts at $2,388 a year, below the Texas median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Plano, Texas |
|---|---|
| Website | allvetfinancial.com |
| [email protected] | |
| Phone | (804) 201-4615 |
Allvet Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,388 a year |
|---|---|
| Asset-based fee | 0.5% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"Our pricing for financial planning services is $199 per month." source
"we charge a 0.5% fee for assets under management." source
"There is no asset minimum." source
"Our pricing for financial planning services is $199 per month." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 117 |
| Accounts managed | 70 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-136165) |
| Financial planning | Offered |
| Form ADV filed | October 7, 2026 |
| SEC record | CRD 336247 |