Firm
VetWorth
Peachtree City, Georgia
Fee-only
VetWorth at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 18 individual clients.
- Its average account is about $97,000 (assets it manages divided by its 96 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Georgia median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Peachtree City, Georgia |
|---|---|
| Website | vetworthfinancial.com |
| [email protected] | |
| Phone | (404) 907-0070 |
VetWorth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $950 |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Julie's fee would most likely be our firm minimum of $3,000/year ($250/month)." source
"Individuals: $950 upfront with ongoing costs ranging from $4,500-$6,300 per year" source
"VetWorth works with clients on a fixed-cost basis, providing straightforward and transparent pricing" 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 | Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 18 |
| Accounts managed | 96 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 307007 |