Thomas Vetter is a CFP-designated registered investment advisor at Vetter Planning, based in Randolph, NJ, with 14 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 50 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees negotiable for accounts up to $250,000. If an Outside Manager (Sub-Adviser) is used they will debit the client’s account for the Outside Manager’s fee, and Vetter Planning’s advisory fee will be debited separately. Please note, the above fee schedule doesn’t include the Outside Manager’s fee.
Fee Estimator
Contact
Thomas Vetter
Location
Randolph, NJ
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vetter Planning
Previous Registrations
Sagepoint Financial, INC.
Quadrant Capital Management, LLC
Foresters Equity Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams