Veterinary Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,000,000
Total clients
55
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
55
Average account size
$218,182
About
Veterinary Financial Group LLC provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, and pension and profit‑sharing plans. The firm offers non‑discretionary portfolio management and delivers basic and comprehensive written financial plans (fixed‑fee and hourly options), with quarterly account reports produced by custodians.
The firm typically recommends and monitors third‑party managers (including identified platforms such as American Funds and Efficient Advisors) and acts as a liaison between clients and those TPMs; clients are billed under the TPMs’ fee schedules and VFG receives referral or fee‑sharing compensation for those placements. VFG’s investment process emphasizes fundamental analysis and modern portfolio theory, uses a long‑term trading orientation, and generally focuses on mutual funds, ETFs, equities, fixed income (including TIPS) and non‑U.S. securities.
What is distinctive about VFG is its set of affiliations and its operating model: the brochure discloses that the firm’s principal also serves as an investment adviser representative with another advisory firm and is a licensed insurance agent operating under a DBA, and the firm discloses the sale of insurance and other financial products to clients, creating potential conflicts the firm says it manages. The firm also reports $15,000,000 in non‑discretionary assets and $0 in discretionary assets (December 2025), reflecting an uncommon, primarily non‑discretionary, referral‑and‑monitor approach rather than direct trading of client accounts.
Client services
Fee options
Fixed financial planning fees range from $795 to $2,250
$195 per hour for financial planning services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Main office location
Veterinary Financial Group LLC
Williamston MI, United States
Number of offices
1
Forms ADV
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