Firm
Vetter Planning
Randolph, New Jersey
Fee-only
Vetter Planning at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 59 individual clients, 18 of them high net worth.
- Its average account is about $317,000 (assets it manages divided by its 131 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Randolph, New Jersey |
|---|
Vetter Planning fees
Vetter Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $42 million |
| Individual clients | 41 |
| High-net-worth clients | 18 |
| Accounts managed | 131 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 281856 |
Advisors at this firm (2)
Other fee-only firms in New Jersey
- Vilga Financial Planning · Fair Lawn
- Villafranco Wealth Management · Cresskill
- Virtus Wealth Solutions · Cranford
- Vision Retirement · Ridgewood
- Viso Wealth Management LLC · Moorestown
- Volpe Investments · Cranford
- Waterstone Wealth Advisors LLC · Somerset
- Wealthness · Boonton