Veteran Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,046,489
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$2,671,832
About
Veteran Wealth Planning serves a range of private clients — individuals (including high-net-worth individuals), business entities, trusts, pension and profit‑sharing plans, and U.S. expatriates and foreign nationals — and offers ongoing portfolio management, comprehensive financial planning, and stand-alone consulting engagements. The firm delivers written financial plans to clients upon completion and provides periodic account reports on request.
The adviser documents client goals and constraints in an Investment Policy Statement and generally manages accounts on a discretionary basis, implementing asset allocation largely through passive ETFs while drawing on modern portfolio theory and both long‑ and short‑term trading approaches. It operates under fiduciary standards for retirement accounts and conducts at least quarterly reviews of client portfolios.
Distinctive aspects noted in the brochure include the firm’s provision of written periodicals/newsletters and educational seminars or workshops in addition to advisory services, and the availability of fee‑based stand‑alone consulting. The firm also requires clients to use a specified custodian platform, serves a small number of client relationships with multi‑million dollar assets under management, and indicates an expanded range of client types since formation.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Fee options
Financial planning fees range from $250 to $10,000 quarterly, paid in arrears, negotiable
0.75% annually
$1,000 per hour, negotiable
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Main office location
Veteran Wealth Planning
Ferrisburgh VT, United States
Number of offices
1
Forms ADV
Quick links
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