Allvet Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$858,971
Total clients
59
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
30
Average account size
$14,559
About
Allvet Financial is a fee-only registered investment adviser that provides comprehensive financial planning and discretionary investment management for individual clients, with explicit services geared toward veterinarians and students. The firm offers ongoing plan development, portfolio supervision, and coordinates referrals to third‑party professionals such as attorneys and tax advisors when appropriate.
Its investment approach emphasizes asset allocation and passive portfolio construction rooted in modern portfolio theory, using mutual funds, ETFs, stocks, and bonds to implement tailored investment policies and periodic rebalancing. Clients receive ongoing monitoring and quarterly account reviews, and the firm integrates planning areas such as cash‑flow, retirement, business planning, and student loan strategies into its advice.
What distinguishes the firm is its niche focus on veterinary professionals and student loan counseling; staff hold student loan planning credentials and the firm’s background combines clinical veterinary experience with financial planning expertise. The practice is recently established with a small team and modest assets under management relative to many peers, and it does not emphasize serving high‑net‑worth individuals.
Client services
Fee options
0.50% annually
Fee-only: Fixed monthly fees ranging from $149 to $399 for ongoing financial planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Allvet Financial
Manakin Sabot VA, United States
Number of offices
2
Forms ADV
Quick links
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