Tom Vetter
Advisor at Vetter Planning
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Thomas Vetter is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founder of Vetter Planning. He chose to establish Vetter Planning because of his desire to help individuals and small businesses develop financial plans that are designed to achieve their goals. It was founded upon principles that place the utmost value on its clients’ financial goals and objectives. It is in the business of building long-term, solid relationships that are based upon trust and quality client service.
Since 2002, Tom has been providing financial planning and investment advice. He graduated from Siena College in Loudonville, NY with a Bachelor of Science degree in Finance. Prior to founding Vetter Planning, he was a Senior Financial Analyst for Guardian Life and an Investment Analyst for NYC Housing Development Corporation.
Tom resides in Randolph, New Jersey with his wife, Jennifer, son Gavin, and daughters, Abigail and Claire. His interests include volunteering, coaching youth sports, golf, and mountain biking.
Client services
Based on Vetter Planning
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
General tax planning
Demographic focus
Gen X (Born 1965-1980)
Fee options
Starting at 1% decreasing to .25%
Starting at $300/month
Location
Randolph, NJ
Most active in
Tom V has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Work history
Vetter Planning
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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