Oleksandr Vetoshko is a CFP-designated registered investment advisor at Vetoshko Wealth Management, based in North Port, FL, with 2 years of industry experience. Oleksandr operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Vetoshko Wealth Management charges an ongoing fixed fee with a minimum of $3,000 annually, paid quarterly in advance. This fee covers both investment management and ongoing financial planning services. The exact fee depends on your specific needs, the complexity of your situation, and the time and resources required.
Before starting wealth management, clients pay an initial fee of $1,250 for an initial financial review, which is then applied toward your annual fee. Fees are negotiable.
Location
North Port, FL
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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.
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Current Registrations
Vetoshko Wealth Management
Previous Registrations
Lighthouse Financial Advisors, INC.
State Registrations1 state
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
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